Advisor at MS Financial Services, LLC
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Firm
MS Financial Services, LLC
Location
Reading, MA 01867
Credentials
Series 63, Series 65
Industry experience
25 years
Newton Spurr is a financial advisor with Ms Financial Services, LLC in Reading, Massachusetts, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been a partner at Spurr & Spurr, LLP, a tax preparation and accounting firm, since 1997. Outside of advising, he manages the accounting practice as a general partner. Ms Financial Services, LLC provides discretionary investment management and consulting to individuals, high-net-worth individuals, trusts, and estates. The firm focuses on fundamental analysis and long-term strategies, constructing diversified portfolios while also advising on retirement accounts and acting as a fiduciary.
Negotiated fixed fees for financial planning services
$0 - $1,000,000: 0.35% annually Over $1,000,000+: 0.25% annually
Up to $150 per hour for financial planning services
Fee-only: Investment advisory fees and hourly/fixed fees for financial planning
131 Main Street
Reading, MA 01867
Massachusetts
MS Financial Services, LLC
2012 - Present (14 years)
Spurr & Spurr, Llp
1995 - Present (31 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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