Spectrum Advisors Financial, LLC
Firm details
- Headquarters
- Richmond, Indiana
- CRD number
- 149836
- Website
- www.safefg.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
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