Spurr Financial Planning, Inc.

Spurr Financial Planning, Inc. (CRD# 125563) is a financial advisory firm headquartered in Salida, CO. They manage $82,596,816 in 231 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9996 W. Us Hwy 50 Ste 1157, Salida, CO 81201
http://www.spurrfinancial.com
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $357,562
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Spurr Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brett Spurr, financial advisor Salida CO
Brett C. Spurr
CRD#: 4619356
Salida, CO

Brett Spurr (CRD# 4619356) is an Investment Advisor Representative working at Spurr Financial Planning, Inc. in Salida, CO and has over 21 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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