Spillane Financial Planning, Inc.

Overview

Spillane Financial Planning, Inc. is an independently operated registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, focusing on comprehensive financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM fee with the option for hourly billing. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. Industry affiliation listed in the filing includes an association with accounting professionals, which aligns with its planning-oriented service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives