A complete list of active advisors currently associated with SpendVest

Warmer can help you find a great advisor at SpendVest or one who fits your needs even better.

Spendvest provides online portfolio management to individual investors through a rules‑based, algorithmic platform that maps clients’ spending activity to publicly traded companies and allocates to equities and ETFs. The firm operates on a discretionary basis and uses client‑provided suitability data during onboarding to set investment parameters. Its investment approach combines quantitative analysis and modern portfolio theory with a long‑term trading orientation, executing automated allocations and rebalances driven primarily by spending patterns and client profiles. Accounts are managed by the algorithm rather than periodic human reviews, with contributions batched weekly and allocations adjusted or rounded to meet broker minimums. Notably, Spendvest does not charge percentage‑of‑assets fees like many peers and instead uses a flat subscription billing model charged in advance via in‑app payment processors. The firm requires clients to maintain accounts at a specified custodian (Alpaca Securities) and receives a portion of interest on clients’ uninvested cash balances, a disclosed economic relationship that could influence custody and cash recommendations; the firm is also newly formed and operates with a very small client base.

To learn more about the advisors currently working at SpendVest, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Garek Tauchen	Murrieta, CA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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