A complete list of active advisors currently associated with Spirepoint Private Client, LLC
Warmer can help you find a great advisor at Spirepoint Private Client, LLC or one who fits your needs even better.
SpirePoint Private Client, LLC provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, retirement plans and institutional investors. The firm manages approximately $1.44 billion across more than a thousand accounts and delivers advice through a team of eight advisors. Portfolios are managed using a mix of active and passive strategies—including tactical asset allocation, modern portfolio theory, trend‑following, alternatives and options—and the firm may allocate portions of client assets to independent managers. All advisory accounts are administered through SpirePoint’s wrap fee program, which consolidates transaction, custody and reporting services under the firm’s sponsorship and management. Several of the firm’s supervised persons are registered representatives of a broker‑dealer and are also licensed insurance agents, and they may offer commission‑based brokerage or insurance products under separate arrangements; the firm discloses these relationships and, in some cases, may offset advisory fees by commissions or 12b‑1 fees. Sponsoring a firm‑wide wrap program while having advisors who operate as broker‑dealer representatives and insurance agents is uncommon among similar‑sized team firms and may affect execution, compensation and disclosure considerations clients should review.
To learn more about the advisors currently working at Spirepoint Private Client, LLC, 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.
You can also browse Spirepoint Private Client, LLC's office locations.
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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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
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