The Spano Group Wealth Managers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high‑net‑worth clients, corporations, other business entities, and charities. Its financial planning services include tax, insurance, retirement, and estate planning and may be delivered as consultations or written plans.
The firm employs fundamental analysis to construct portfolios using stocks, bonds, mutual funds (including ETFs), government securities and options, and it generally manages accounts on a non‑discretionary basis, obtaining client approval before trades and performing monthly reviews. For investments it does not manage directly—particularly alternative strategies—it recommends and monitors third‑party money managers and may use co‑advisory structures with unaffiliated advisers for retirement plans.
The owner and associates are licensed insurance agents who sell non‑variable insurance products for commission, a potential conflict of interest the brochure discloses. The firm also offers ERISA‑related retirement plan consulting—conducting plan searches and bid analyses, monitoring fiduciary compliance, and acting as a 3(21) co‑fiduciary in co‑advisory relationships—services that are less commonly offered by similar independent advisers.
Client services
Expertise
Fee options
Written financial plan fees from $200 to $5,000 depending on complexity
$0+: 0.50% to 3.00% annually (negotiable, based on size and complexity) $0+: 2.00% annually (retirement plan consulting fee, negotiable)
Up to $380/hour for financial planning consultations
Fee-only: Financial planning hourly fees up to $380/hour; Written financial plan fees range from $200 to $5,000
Main office
Meadowlark Drive, 50
President & Ceo WV 25545
Advisors at this office
1
Most active in
West Virginia
Also doing business as
Federal Employee Retirement Services Fers · Joseph H. Spano Financial · Patriot Institutional Consulting · Patriot Institutional Consulting Consolidated Wealth Managem · Patriot Institutional Consulting The Spano Group Wealth Managers · Patriot Institutional Consulting, Porter Spano Venture Capital · The Spano Group Wealth Managers
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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