Spurr Financial Planning, Inc.

Spurr Financial Planning, Inc. (CRD# 125563) is a financial advisory firm headquartered in , . They manage $31,872,000 in 189 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $168,635
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
  • Pension consulting services
  • 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.

CO, UT

Financial Advisors at Spurr Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott A. Haley
CRD#: 2366551
Highlands Ranch, CO
93
Wealthminder
score

Scott Haley (CRD# 2366551) is an Investment Advisor Representative working at Spurr Financial Planning, Inc. in Highlands Ranch, CO and has over 20 years of experience in the finance industry.

2
Brett C. Spurr
CRD#: 4619356
Highlands Ranch, CO
93
Wealthminder
score

Brett Spurr (CRD# 4619356) is an Investment Advisor Representative working at Spurr Financial Planning, Inc. in Highlands Ranch, CO and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.