Spencer Financial Strategies

Overview

Spencer Financial Strategies is an owner-operated limited liability company that functions as a non-independent retail registered investment adviser focused on individuals and families. The firm combines fee-based portfolio management for individuals and small businesses with educational seminars and workshops. It also operates as an insurance broker and lists industry ties to an insurance company and a real estate broker, which suggests a hybrid advisory/insurance model rather than a pure discretionary asset manager. The firm charges a mix of fees—percentage of assets under management, hourly fees, and fixed fees—allowing flexibility for different client engagements. Spencer Financial Strategies is organized around a single individual owner and positions itself to serve mass-affluent clients who need integrated investment management and insurance solutions rather than institutional or large-family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices