Spillane Financial Planning, Inc.

Overview

Spillane Financial Planning, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fee model that combines a percentage-of-AUM charge with hourly planning fees, signaling a hybrid advice model that blends ongoing asset management with project-based planning work. Spillane Financial Planning shows a clear tilt toward public mutual funds as the primary vehicle for client portfolios, and it does not identify as an active ESG investor. Services appear directed at high-net-worth individuals and small institutions, with discretionary management applied across the firm’s client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices