Abbey Spoo
Advisor at 808 Investments
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Abbey Spoo is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at 808 Investments. Prior to founding 808 Investments in 2024, Abbey worked at Marquette Asset Management for eight years and Allodium Investment Consultants for one year. 808 Investments is a fee-only investment adviser providing discretionary wealth management and comprehensive financial planning services to individuals, including high-net-worth clients. The firm utilizes a written Investment Policy Statement and combines active and passive portfolio strategies with an emphasis on asset allocation and tax efficiency.
Expertise
Based on 808 Investments
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Fee-only: Initial financial planning fee up to $3,000; ongoing fixed fees $200 to $500 per month
Location
Ellsworth, WI
Most active in
Abbey S has reported serving >5 clients in these states in the last 12 months.
Minnesota · Wisconsin
Work history
808 Investments, LLC
2024 - Present (2 years)
Marquette Asset Management, Llc
2016 - 2024 (8 years)
Allodium Investment Consultants, LLC
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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:
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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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