This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-2013
- Office Locations
- 1
Office Locations
About Spartan Planning Group
Spartan Planning is a fee-only advisory firm serving families, individuals, and organizations with integrated financial planning and investment management, including retirement, tax, insurance, and estate planning plus corporate 401(k)/403(b) and executive advisory services. The team emphasizes proactive risk management and tax-aware implementation, and offers “Powered by Blueprint” institutional-style portfolio management at no additional cost (Greensboro, NC).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID CHILDS
Chief Listener, President
- CRD
- #5145179
- Ownership
- 75% or more
IRA N ROSS
Advisor, Partner, SENIOR ADVISOR
- CRD
- #722300
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
Unlock allContacts
Richard Dexter
Account Executive
- CRD
- #7820173
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,729,544 | $292,249 |
| Non-Discretionary | $184,952,031 | $567,338 |
| Total | $383,681,575 | $381,393 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing