Spiritus Financial Planning, Inc.

Spiritus Financial Planning, Inc. (CRD# 141372) is a financial advisory firm headquartered in Petaluma, CA. They manage $50,648,420 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $803,943
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
  • Other
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.

CA

Financial Advisors at Spiritus Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark J. Zaifman
CRD#: 5203009
7 Fourth Street, Suite 1, Petaluma, CA 94952
93
Wealthminder
score

Mark Zaifman (CRD# 5203009) is an Investment Advisor Representative working at Spiritus Financial Planning, Inc. in Petaluma, CA and has over 10 years of experience in the finance industry.

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