S
$109.5M Total AUM
$108.0M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2003
- Office Locations
- 1
Office Locations
-- Salida CO
About Spurr Financial Planning, Inc.
Spurr Financial Planning is a fee-only, fiduciary wealth management firm providing comprehensive financial planning and investment management for individuals, business owners, and trusts. Services include retirement, estate, education, tax, and insurance planning, with portfolios implemented primarily using ETFs and public funds. The firm also operates as a carbon-neutral business.
Team overview
49 AVG AGE
$109.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
23.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRETT CHARLES SPURR
Financial Advisor, General Partner, President
- CRD
- #4619356
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,041,967 | -- |
| Non-Discretionary | $1,503,035 | -- |
| Total | $109,545,002 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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