Spencer Financial Planning, LLC

Spencer Financial Planning, LLC (CRD# 306537) is a financial advisory firm headquartered in Spokane, WA. They manage $9,365,884 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6801 W Flightline Blvd, Ste 19539, Spokane, WA 99219
https://www.instagram.com/spencer_financial_planning/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $173,442
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Spencer Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Keith Spencer, financial advisor Cheney WA
Keith W. Spencer
CRD#: 7202171
Cheney, WA

Keith Spencer (CRD# 7202171) is an Investment Advisor Representative working at Spencer Financial Planning, LLC in Cheney, WA and has 1 year 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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