A complete list of active advisors currently associated with Spurr Financial Investment Services, LLC

Warmer can help you find a great advisor at Spurr Financial Investment Services, LLC or one who fits your needs even better.

Spurr Financial Investment Services, LLC provides discretionary investment management and wealth management to individuals, high net worth clients, trusts and estates, managing roughly $18.3 million across a small roster of clients. Financial planning is offered as part of wealth management engagements; the firm recently stopped offering standalone financial planning services as a separate fee arrangement. The firm’s investment approach is primarily long-term focused and typically uses low-cost, diversified mutual funds and ETFs while also employing individual stocks, bonds and legacy holdings when appropriate for tax or client-specific reasons. Portfolio construction relies on internal model portfolios and a mix of fundamental and technical analysis, with client allocations customized for tax status, time horizon, stated restrictions and risk tolerance. Notable operational details include a tendency to select mutual fund share classes dictated by custodial or fund constraints, which can result in higher internal expense ratios than institutional classes, and an institutional relationship with a major custodian that provides technology and other economic benefits to the advisor. The firm’s principal is also a licensed insurance professional who may earn commissions for insurance products (a disclosed conflict of interest), and advisory fees are billed and deducted from client custody accounts on a quarterly, advance basis.

To learn more about the advisors currently working at Spurr Financial Investment Services, 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.