Advisor at Tred Avon Family Wealth, 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
Tred Avon Family Wealth, LLC
Location
Easton, MD 21601
Credentials
CFP®, Series 63, Series 65
Industry experience
17 years
Frances Spurry is a CFP® with 17 years of industry experience and has been with Tred Avon Family Wealth, LLC since 2014. She holds Series 63 and Series 65 licenses and operates as the sole advisor at the firm. Tred Avon Family Wealth, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, ERISA plans, and other clients, managing approximately $474 million across nearly 300 accounts. The firm uses a combination of fundamental and technical investment techniques, emphasizing diversification and both active and passive strategies, with a majority of assets managed on a non-discretionary basis.
Based on Tred Avon Family Wealth, LLC
Based on Tred Avon Family Wealth, LLC
Fixed fees for financial planning and consulting services
Hourly charges for financial planning and consulting services
Account minimum: $5,000,000 Fee-only: Fixed fees or hourly charges for financial planning and consulting services
8603 Commerce Drive, Suite 7 A
Easton, MD 21601
Maryland · New York · Texas
Tred Avon Family Wealth, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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 66
Easton, MD
Index Portfolio Tools Advisors
Series 63, Series 65
Easton, MD
Shore Financial Advisors, LLC
Series 63, Series 65
St.Michaels, MD
St. Michaels Asset Management
Series 65
Easton, MD
East Bay Equities LLC
Series 63, Series 65
Easton, MD
DRS Wealth Management
Series 63, Series 65
Southport, NC
DRS Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")