A complete list of active advisors currently associated with Spurr Financial Planning, Inc.

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

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.

To learn more about the advisors currently working at Spurr Financial Planning, Inc., 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.