Spartan Planning Group

Spartan Planning Group (CRD# 166599) is a financial advisory firm headquartered in Greensboro, NC. They manage $279,661,224 in 892 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1931 New Garden Rd, Ste 220, Greensboro, NC 27410
http://www.spartanplanninggroup.com
By the Numbers
  • Total Assets Under Management
    280
    MILLION
  • Total Number of Accounts
    892
    ACCOUNTS
  • Average Account Value
    $313,522
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC

Financial Advisors at Spartan Planning Group
Showing 1 - 4 of 4 top financial advisors.
1
David Childs, financial advisor Greensboro NC
David Childs
CRD#: 5145179
1931 New Garden Rd, Ste 220, Greensboro, NC 27410

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 Ross, financial advisor Greensboro NC
Ira N. Ross
CRD#: 722300
1931 New Garden Rd, Ste 220, Greensboro, NC 27410

Ira Ross (CRD# 722300) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has over 43 years of experience in the finance industry.

3
Richard Dexter, financial advisor Greensboro NC
Richard Dexter
CRD#: 7820173
1931 New Garden Rd, Ste 220, Greensboro, NC 27410

Richard Dexter (CRD# 7820173) is an Investment Advisor Representative working at Spartan Planning Group in Greensboro, NC and has 1 year of experience in the finance industry.

4
Eric Warren, financial advisor Hendersonville NC
Eric J. Warren
CRD#: 7213119
113 Atwood Dr, Hendersonville, NC 28792

Eric Warren (CRD# 7213119) is an Investment Advisor Representative working at Spartan Planning Group in Hendersonville, NC and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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