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- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-1999
- Office Locations
- 1
Office Locations
About Financial Directions LLC
Financial Directions is an independent Tucson, AZ RIA providing customized financial planning and portfolio management for individuals, experienced investors, and small business owners. The firm builds goal-based investment plans for college, retirement, and distribution needs, emphasizing transparent pricing and long-term, multigenerational relationships. Portfolios are largely ETF-based, with custody through Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STANTON WILLIAM SPACKEEN
Owner
- CRD
- #1398332
- Ownership
- 75% or more
MARY LEE CHERBA
Accountant, ADVISOR, Chief Compliance Officer, Investment Advisor Representative
- CRD
- #3129156
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER MICHAEL HAMBACHER
Registered Principal
- CRD
- #4589318
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $737,846,215 | $296,562 |
| Non-Discretionary | $0 | -- |
| Total | $737,846,215 | $296,562 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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