Spectrum Advisors Financial, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Richmond, Indiana
CRD number
149836
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Spectrum Advisors Financial, LLC is an Indiana-based limited liability company that operates as a fee-focused wealth advisory practice. The firm is owner-operated and described as a capital allocator that provides financial planning services and the selection of other advisers for clients. Its fee model includes hourly charges, fixed fees and other non-asset-based arrangements, which aligns with a planning-centric business rather than a primarily asset-fee platform. Spectrum does not identify as an ESG investor, and it lists an insurance company among its industry affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Donald House

    Donald House

    Founder and PresidentCRD 5718536

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richmond, IN

Wayne

Location

Richmond, IN

Headquartered in Richmond, IN, anchoring the Richmond-Connersville, IN metro in the Midwest.

Metro area
Richmond-Connersville, IN
Region
Midwest
County
Wayne
Address
108 S 7th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth