The Spence Financial Group, Inc.

The Spence Financial Group, Inc. (CRD# 141968) is a financial advisory firm headquartered in Englewood, FL. They manage $2,493,252 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at The Spence Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Paul H. Spence
CRD#: 1936624
1460 S Mccall Rd, Suite 1h, Englewood, FL 34223

Paul Spence (CRD# 1936624) is an Investment Advisor Representative working at The Spence Financial Group, Inc. in Englewood, FL and has over 23 years of experience in the finance industry.

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