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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2012
- Office Locations
- 1
Office Locations
About Wealth with NO Regrets®
Wealth With No Regrets is an Alpharetta, GA advisory firm serving financially successful individuals, couples, and families with an integrated planning process delivering personalized guidance and comprehensive retirement strategies. Portfolios are implemented primarily with ETFs and public funds, supported by risk-management and legacy/tax planning. Recognized by outlets including Forbes and U.S. News.
Team overview
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Owner & Executives
BARRY HUDSON SPENCER
Co-Creator, President
- CRD
- #5984945
- Ownership
- 50% but less than 75%
SCOTT M NOBLE
CHIEF OPERATING OFFICER, Financial Advisor, General Partner
- CRD
- #6257178
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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TRAVIS WOODMAN RAISH
Investment Consultant, Portfolio Manager
- CRD
- #2368679
ANDREA K SOULE
Owner
- CRD
- #6065566
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,395,945 | $272,768 |
| Non-Discretionary | $0 | -- |
| Total | $214,395,945 | $272,768 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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