Well Spent Wealth Planning

Overview

Well Spent Wealth Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves individuals and families with a mix of financial planning and portfolio management, and it also accepts small-business relationships. Its fee model combines a percentage-of-assets approach with the option for fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Firm filings show it operates from two office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives