Alspaugh Wealth Management

Overview

Alspaugh Wealth Management is an independent, single-owner RIA organized as an LLC that focuses on serving individual and family clients. The firm combines investment advisory services with insurance distribution: it lists insurance brokerage among its business activities and is affiliated with an insurance company. Advisory services reported on the ADV include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension-consulting tasks, due-diligence and selection of other advisers, and client education through newsletters and seminars. The firm charges a mix of percentage-of-AUM fees, fixed fees, and other fee arrangements. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices