Advisor at Spire Wealth Management, LLC
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Firm
Spire Wealth Management, LLC
Location
Norwalk, CT 06851
Credentials
Series 63, Series 65
Industry experience
27 years
Richard Eller is a financial advisor at Spire Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spire Investment Partners, LLC since 2010. In addition to his advisory work, he serves as an educator, presenting a pre-approved Social Security and Retirement Workshop on a volunteer basis. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to proprietary risk-managed model portfolios.
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
162 East Avenue, Suite 2 B
Norwalk, CT 06851
Connecticut · Florida
Spire Investment Partners, LLC
2010 - Present (16 years)
Eller Financial Group LLC
2007 - Present (19 years)
Richard Eller - Insurance
2007 - Present (19 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.
CFA®, Series 65
Ridgefield, CT
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Series 63, Series 65
Norwalk, CT
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CFA®
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Tadpole Investments LLC
Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
Series 63, Series 65
Fairfield, CT
Aspetuck Financial Management LLC
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