CRD: 306537
Spencer Financial Planning, LLC
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2020
- Office Locations
- 1
Office Locations
About Spencer Financial Planning, LLC
Spencer Financial Planning is a fee-only, fiduciary, tax-focused boutique led by CFP professional Keith Spencer, delivering comprehensive financial planning, investment management, and one-time financial checkups or advice calls. The firm specializes in financial services employees and retirees, near-retirees, and accumulators across Washington, California, and nationwide, with client portfolios built primarily using public funds and ETFs. Keith is frequently quoted in outlets like Barron's and Kiplinger.
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Accredited Investors
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Custodian
Investment Themes
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Owner & Executives
Keith William Spencer
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #7202171
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,875,438 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,875,438 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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