Spillane Financial Planning, Inc.

Spillane Financial Planning, Inc. (CRD# 131589) is a financial advisory firm headquartered in Woburn, MA. They manage $17,045,413 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $213,068
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)
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.

MA

Financial Advisors at Spillane Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard W. Spillane
CRD#: 2350397
263 Winn Street, Burlington, MA 01803
96
Wealthminder
score

Richard Spillane (CRD# 2350397) is an Investment Advisor Representative working at Spillane Financial Planning, Inc. in Burlington, MA and has over 23 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.

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