The Spano Group Wealth Managers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,000,000
Total clients
14
36% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$71,429
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
The Spano Group Wealth Managers
Meadowlark Drive, 50
President & Ceo WV 25545, United States
Number of offices
1
Forms ADV
Advisors at this firm
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