Spurr Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$109,545,002
Clients
77
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
77
Very HighAverage account size
$1,422,662
About
Spurr Financial Planning, Inc. provides automated investment management to individuals and other client types; this brochure applies specifically to its Automated Investment Program, which is designed to serve smaller account sizes (the automated program may start with $5,000) that might not meet typical advisor minimums. The firm also offers comprehensive financial planning and, on a limited basis, hourly or project-based planning and ad hoc business consulting as separate services.
The automated program maps a client’s risk profile to one of the firm’s pre-built model portfolios, implemented primarily with ETFs (and occasionally ETNs and mutual funds) and maintained through automatic rebalancing via the custodian’s platform. Portfolio construction emphasizes strategic asset allocation and broad diversification across equity and fixed-income sub-classes, and the models may include alternative exposures such as commodities, hedged or long/short strategies.
Distinctive features include the combination of a low‑minimum automated offering alongside access to the firm’s full-service practice (described in a separate brochure) and the principal’s institutional equity‑research background and CFP credential, which inform the firm’s portfolio design and fund selection. Clients in the automated program authorize the firm to manage accounts held at the custodian, including standard account authorizations for trade execution and fee processing, and the firm discloses the use of the custodian’s hosted portfolio services to implement and monitor allocations.
Client services
Financial planning
Portfolio management
Selection of other advisers
General business advice
Expertise
Wealth management
Passive / index investing
Tax-loss harvesting
General estate planning guidance
Fee options
Comprehensive financial plans at $2,500
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.55% $5,000,000+: 0.30%
$225 per hour for new clients
Account minimum: $5,000 Fee-only: Comprehensive financial plans: $2,500; Hourly planning/projects: $225/hour
Main office location
Spurr Financial Planning, Inc.
Salida CO, United States
Number of offices
1
Most active in
Spurr Financial Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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