Spicer Wealth Management

Overview

Spicer Wealth Management is a small, fee-based advisory practice that centers on financial planning and discretionary portfolio management. The firm operates as an unclassified domestic entity and offers a mix of fee models—including percentage of AUM, hourly charges and fixed fees—allowing flexibility for different client needs. Investment activity appears centered on traditional pooled products and advisory-managed portfolios rather than in-house institutional product manufacturing. The firm is not an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or capital allocator. Business activities emphasize financial planning and ongoing advisory relationships. The firm identifies as an “other” investment adviser in industry affiliations, which suggests a boutique operating model that leans on third-party managers and custodial partners for execution and custody.

Assets & Accounts

Investments & Alternatives

Location & Offices