Spartan Wealth Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,335,000
Clients
9
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$1,037,222
About
Spartan Wealth Solutions LLC provides fee‑only financial planning and advisory services to individuals, high‑net‑worth clients, and small businesses, covering areas such as retirement and investment planning, tax planning, risk management, education funding, budgeting, and employee benefit analysis. The firm also offers short‑term fee‑based financial coaching and business consulting engagements in addition to ongoing planning relationships.
The firm favors a long‑term, buy‑and‑hold approach and typically recommends mutual funds and diversified asset allocation guided by Modern Portfolio Theory, quantitative and fundamental analysis, and assessments of clients’ age, goals, and risk tolerance. It is structured so that the advisor does not have discretionary trading authority for client accounts; the firm’s reported regulatory assets are primarily non‑discretionary.
The principal’s background in public accounting and corporate finance and professional credentials (CPA and CFP) inform the firm’s integration of tax planning and accounting‑oriented consulting into its services. Distinctive features include a very small active client roster combined with the provision of hourly or fixed‑fee business advisory work and the firm’s accounting‑firm roots, which are uncommon among independent advisory practices.
Client services
Financial planning
Portfolio management
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Occupation focus
Self-Employed
Fee options
Fixed fee calculated based on estimated hours times hourly rate for financial and business advisory services
$0 - $250,000: 1.25% $250,001 - $499,999: 1.00% $500,000+: 0.75%
$250 per hour for financial and business advisory services
Fee-only: Fee Only financial planning services; fees may be negotiable
Main office location
Spartan Wealth Solutions LLC
Plano TX, United States
Number of offices
2
Most active in
Spartan Wealth Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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