Spurr Financial Planning, Inc.

Overview

Spurr Financial Planning, Inc. is an independent registered investment advisor serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm operates as a capital allocator, combining discretionary portfolio management with non-discretionary engagements and one-off planning or hourly work. Its stated fee structure includes percentage-of-AUM billing alongside hourly and fixed fees, which aligns with working with high-net-worth households that require both ongoing portfolio oversight and project-based advice. The firm does not position itself as an ESG-focused investor. Investment activity centers on equity-oriented portfolios, with a clear preference for exchange-traded equities as the primary sleeve. Spurr Financial Planning also deploys third-party alternative managers for select private placements and real estate exposure, and it uses external managers when clients need access to niche or illiquid strategies. The advisor’s practice model appears to emphasize a core-satellite approach: a substantial core of listed equities and ETFs supplemented by targeted alternative allocations and bespoke planning solutions for individual clients.

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Public Holdings

Investments & Alternatives

Location & Offices