Joseph Spano
Advisor at The Spano Group Wealth Managers
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 The Spano Group Wealth Managers
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
The Spano Group Wealth Managers
Location
President & Ceo, WV 25545
Credentials
Series 63
Industry experience
30 years
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
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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