This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2004
- Office Locations
- 1
Office Locations
About Spillane Financial Planning, Inc.
Spillane Financial Planning is a fee-only, fiduciary financial planning and investment advisory firm serving clients virtually and from Lebanon, Ohio. Founder Rick Spillane (CFP®, CPA®) brings 30+ years’ experience and works collaboratively to organize cash flow, savings/spending, and long-term investment plans. Portfolios are implemented primarily with public funds and ETFs, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD WALTER SPILLANE JR
Chief Compliance Officer, DIRECTOR, PORTFOLIO MANAGER, President, Treasurer
- CRD
- #2350397
- 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 | $44,888,310 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,888,310 | -- |
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 |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing