Spillane Financial Planning, Inc.

Spillane Financial Planning, Inc. (CRD# 131589) is a financial advisory firm headquartered in Lebanon, OH. They manage $40,592,565 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
726 E. Main Street, Suite F-304, Lebanon, OH 45036
http://spillaneplanning.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $501,143
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
The map below shows states where this firm has explicit registration only.

MA, OH

Financial Advisors at Spillane Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard Spillane, financial advisor Lebanon OH
Richard W. Spillane
CRD#: 2350397
Lebanon, OH

Richard Spillane (CRD# 2350397) is an Investment Advisor Representative working at Spillane Financial Planning, Inc. in Lebanon, OH and has over 30 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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