Spartan Planning Group

Spartan Planning Group (CRD# 166599) is a financial advisory firm headquartered in Greensboro, NC. They manage $52,753,626 in 224 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $235,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC

Financial Advisors at Spartan Planning Group
Showing 1 - 2 of 2 top financial advisors.
1
David Childs
CRD#: 5145179
1250 Revolution Mill Dr STE #127, Greensboro, NC 27405
103
Wealthminder
score

David Childs (CRD# 5145179) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has 10 years of experience in the finance industry. David Childs has taken additional exams to become a Certified Financial Planner (CFP®).

 

David specializes in helping You Achieve Clarity & Confidence in Your Financial Journey.

 

CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which puts clients' interests first and comply with the Financial Planning Practice Standards.

2
Ira N. Ross
CRD#: 722300
1250 Revolution Mill Drive, Ste 150, Greensboro, NC 27405
93
Wealthminder
score

Ira Ross (CRD# 722300) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has over 37 years of experience in the finance industry.

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