Tred Avon Family Wealth, LLC

Tred Avon Family Wealth, LLC (CRD# 174115) is a financial advisory firm headquartered in Easton, MD. They manage $117,984,003 in 21 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
  • Selection of other advisers (including private fund managers)
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 Tred Avon Family Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
Frances E. Spurry
CRD#: 3088160
11 S Washington Street, Suite C, Easton, MD 21601

Frances Spurry (CRD# 3088160) is an Investment Advisor Representative working at Tred Avon Family Wealth, LLC in Easton, MD and has over 18 years of experience in the finance industry. Frances Spurry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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