Advisor at The Spano Group Wealth Managers
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Firm
The Spano Group Wealth Managers
Location
President & Ceo, WV 25545
Credentials
Series 63
Industry experience
30 years
Joseph Spano is the President and CEO of The Spano Group Wealth Managers with 30 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Freedom Financial Advisors and Potter & Spano Financial Group. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis to construct portfolios and offers ERISA-related retirement plan consulting and co-advisory services.
Based on The Spano Group Wealth Managers
Based on The Spano Group Wealth Managers
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
Meadowlark Drive, 50
President & Ceo, WV 25545
West Virginia
Freedom Financial Advisors
2022 - Present (4 years)
Potter & Spano Financial Group
2018 - Present (8 years)
Lombard Securities Incorporated
2018 - 2018 (1 year)
Transamerica Financial Advisors, Inc
2017 - 2018 (1 year)
Transamerica Agency Network
2016 - 2018 (2 years)
Cetera Advisors LLC
2016 - 2017 (1 year)
Investors Capital Corporation
2015 - 2016 (1 year)
Consolidated Wealth Management LLC
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 65
Barboursville, WV
Layne Financial Group
Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
Series 63, Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
Series 65
Hurricane, WV
Ironwood Wealth Management, Inc.
Series 65
Huntington, WV
Global Value Investment Corporation
Series 66
Huntington, WV
The huntington Investment company
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