This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SSG · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
About Spartan Wealth Solutions LLC
Spartan Wealth Solutions is a fee-only, fiduciary financial planning and investment planning firm serving retail clients, including business owners and first-time budgeters. The practice emphasizes an educational, partnership-based process with ongoing progress tracking. Led by Chad Johnson, CPA (CFP exam passed; completing experience requirement) with prior PwC and corporate finance experience, the firm builds asset-allocation portfolios using ETFs and mutual funds, including via Vanguard.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Chad William Johnson
Financial Advisor, Owner
- CRD
- #6957098
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,335,000 | -- |
| Total | $9,335,000 | -- |
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 % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing