Brandon Accardo
Advisor at SPG Advisors LLC
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.
Advisor at SPG Advisors LLC
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.
Firm
SPG Advisors LLC
Location
Kirkland, WA 98034
Credentials
Series 63, Series 65
Industry experience
6 years
Brandon Accardo is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual and FSC Securities Corporation. He also spends significant time as an insurance agent with No Bull Financial, LLC dba Leverage Planners. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, tailoring investment strategies to client objectives and risk tolerance. The firm integrates financial planning with portfolio management and offers services that include collaboration with affiliated money managers and specialized real estate investment programs.
Based on SPG Advisors LLC
Based on SPG Advisors LLC
Fixed fee financial planning services ranging from $750 to $5,000 based on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Insurance products recommended by Advisor Representatives who are also insurance agents, which are commissioned products
$150 per hour for standalone financial planning services
Account minimum: $500,000 Fee-only: Investment advisory and planning services fees based on percentage of AUM; standalone financial planning fees charged hourly or fixed fee (hourly rate $150/hour; fixed fees $750 to $5,000)
11411 Ne 124 Th St, Suite 255
Kirkland, WA 98034
Washington
SPG Advisors LLC
2026 - Present (1 year)
Leverage Planners Wealth Management, LLC
2025 - 2026 (1 year)
No Bull Financial, LLC dba Leverage Planners
2024 - 2026 (2 years)
Leverage Planners Wealth Management, LLC
2024 - 2025 (1 year)
Northwestern Mutual Investment Services LLC
2022 - 2024 (2 years)
Northwestern Mutual Life Insurance Company
2022 - 2024 (2 years)
FSC Securities Corporation
2018 - 2022 (4 years)
Net Worth Financial Group
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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