Spillane Financial Planning, Inc.
Spillane Financial Planning, Inc. (CRD# 131589) is a financial advisory firm headquartered in North Reading, MA. They manage $18,905,608 in 81 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts81ACCOUNTS
Average Account Value$233,403
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Richard Spillane (CRD# 2350397) is an Investment Advisor Representative working at Spillane Financial Planning, Inc. in North Reading, MA and has over 24 years of experience in the finance industry. Richard Spillane has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.