Spencer Financial Advisors

Overview

Spencer Financial Advisors operates as a small, equity-oriented advisory boutique serving individual and family clients. The firm runs a percentage-of-AUM fee model and focuses on direct portfolio management for individuals and small businesses. Investment activity is concentrated in exchange-traded equities and related ETF exposure, with discretionary authority exercised on a portion of client assets and the remainder managed on a non-discretionary basis. The adviser does not position itself as an ESG investor and is not structured as a multi-state or pension consulting firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices