Advisor at Spire Wealth Management, 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
Spire Wealth Management, LLC
Location
Mc Lean, VA 22102
Credentials
CFP®, Series 66
Industry experience
1 year
Connor Becton is a CFP® professional with one year of industry experience, currently affiliated with Spire Wealth Management, LLC. He has held roles at several firms including Campbell Wealth Management, Madison Avenue Securities, Lee, Sipe & Associates, and Raymond James Financial Services. Prior to his advisory career, he worked in education at James Madison University and St Stephens & St Agnes School. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a variety of strategies including passive, active, and hybrid tax-aware allocations. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.
Based on Spire Wealth Management, LLC
Based on Spire Wealth Management, LLC
Financial planning fees may be charged on a fixed fee basis depending on arrangement.
0.02% to 2.25% annually
Commission compensation from securities sales through affiliated broker-dealer or insurance commissions may apply separately; no advisory fees charged in addition to commissions on those sales.
Financial planning fees typically charged on an hourly basis; specific amounts negotiated with client.
Financial planning fees may also be charged on a subscription basis; details vary by advisor.
Account minimum: $25,000
7901 Jones Branch Drive, Suite 800
Mc Lean, VA 22102
Virginia
Spire Securities
2024 - Present (2 years)
Spire Wealth Management
2024 - Present (2 years)
Lee, Sipe & Associates
2024 - 2024 (1 year)
Raymond James Financial Services, Inc
2024 - 2024 (1 year)
Campbell Wealth Management
2022 - 2024 (2 years)
Madison Avenue Securities, LLC
2022 - 2024 (2 years)
Campbell Wealth Management
2021 - 2021 (1 year)
Madison Avenue Securities, LLC
2021 - 2021 (1 year)
Campbell Wealth Management
2020 - 2021 (1 year)
James Madison University
2018 - 2022 (4 years)
St Stephens & St Agnes School
2013 - 2018 (5 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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