Spurr Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Salida CO
Advisors at this office
1
Most active in
Colorado · Texas
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.
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