Mary J. Spitler, Ms, LLC

Overview

Mary J. Spitler, Ms, LLC is an independent registered investment adviser organized as an LLC and owned by Mary J. Spitler. The firm serves individual and family clients and offers financial planning and portfolio management services targeted at individuals and small businesses. Its compensation mixes an asset-based fee and hourly charges rather than commission-based brokerage. The adviser does not position itself as a capital allocator to third‑party managers and is not identified as an active ESG investor. Regulatory attributes in the filing indicate the practice is single-state rather than a multi-state advisory platform, and it does not present itself as a pension consultant or a related adviser to other advisory firms.

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Investments & Alternatives

Location & Offices