Spicer Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Spicer Wealth Management provides portfolio management through a third‑party adviser, TruVestments Capital LLC, and also offers financial planning and 401(k) retirement plan consulting to individuals, trusts, pension/profit‑sharing plans, and other entities. Portfolio management is delivered via TruVestments while the firm conducts data gathering and tailored planning and consulting engagements directly with clients.
The firm describes a client‑centric process that collects personal and financial information to align recommendations with stated goals and risk tolerance, and it requires a written planning engagement before participation in other services; financial planning is offered on an hourly or fixed‑fee basis and portfolio oversight is handled through the third‑party manager. Spicer Wealth does not invoice investment advisory fees directly, instead receiving a portion of the management fee paid to TruVestments, and it conducts regular account reviews with at least biannual client meetings.
Noteworthy disclosures in the brochure include a previously reported IRS tax liability that was paid off and a 2016 civil matter that was settled, both of which the firm discloses as material events, and the principal’s ancillary businesses as an insurance agent and tax preparer, which the brochure identifies as potential conflicts of interest. The firm’s structure — a sole principal who is also an investment adviser representative of TruVestments, combined with a mix of individual planning clients and institutional 401(k) work — represents an operational model that can support a larger client load per adviser than is typical among its investment‑manager peers.
Client services
Expertise
Fee options
Between $1,295 and $15,000 for comprehensive financial planning
Up to $500/hour; minimum $250/hour; negotiable
Account minimum: $50,000.00 Fee-only: Hourly fees up to $500/hour (minimum $250/hour, max $20,000); Fixed fees between $1,295 and $15,000 for comprehensive financial planning
Main office
2655 Commons Blvd. #110
Beavercreek OH 45431
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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