Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC (CRD# 174115) is a financial advisory firm headquartered in Easton, MD. They manage $168,644,717 in 73 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management169MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$2,310,202
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Frances Spurry (CRD# 3088160) is an Investment Advisor Representative working at Tred Avon Family Wealth, LLC in Easton, MD and has over 19 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.