Robin Naylor
Advisor at Sprylen 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.
Advisor at Sprylen 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
Sprylen Wealth Management, LLC
Location
Covington, WA 98042
Credentials
Series 63, Series 65
Industry experience
37 years
Robin Naylor is the principal of Sprylen Wealth Management, LLC in Kent, WA, with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sandlapper Wealth Management and Sandlapper Securities. Naylor also operates Naylor Insurance & Financial Services, Inc., where he sells non-variable insurance products. Sprylen Wealth Management serves individuals, pension and profit-sharing plans, trusts, and small businesses by providing financial planning, retirement plan consulting, and investment advisory services. The firm primarily allocates client assets to third-party money managers and offers ongoing portfolio monitoring, client education, and a range of investment management styles.
Based on Sprylen Wealth Management, LLC
Flat fee options for financial planning services (e.g., $4,000 for 10 hours, $10,000 for 25 hours)
$0 - $100,000: 1.25% (Zacks/GeoWealth total fee), 1.95% (Freedom Advisors total fee), 1.7% (Gradient total fee) $100,001 - $250,000: 1.00% (Zacks), 1.90% (Freedom Advisors), 1.6% (Gradient) $250,001 - $500,000: 0.90% (Zacks), 1.70% (Freedom Advisors), 1.5% (Gradient) $500,001 - $1,000,000: 0.90% (GeoWealth/Cabana), 1.60% (Freedom Advisors), 1.4% (Gradient) $1,000,001 - $2,000,000: 0.80% - 0.70% (Sprylen Wealth), 1.30% - 1.20% (Gradient), 1.60% (Freedom Advisors) $2,000,001 - $3,000,000: 0.70% (Sprylen Wealth), 1.10% (Gradient), 1.40% (Freedom Advisors) $3,000,001 - $4,999,999: 0.70% (Sprylen Wealth), 1.40% (Freedom Advisors) $5,000,000+: 0.60% (Sprylen Wealth), 1.20% (Freedom Advisors)
$400 per hour for financial planning and consulting
Fee-only: $400 per hour for financial planning and consulting; $4,000 for 10 hours; $10,000 for 25 hours or flat fee negotiated
P.O. Box 7144
Covington, WA 98042
Washington
Sprylen Wealth Management, LLC
2018 - Present (8 years)
Emerson Equity LLC
2018 - Present (8 years)
Sandlapper Wealth Management, LLC
2015 - 2018 (3 years)
Sandlapper Securities, LLC
2014 - 2018 (4 years)
Naylor Insurance & Financial Services, Inc.
1991 - Present (35 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.
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