Spiritus Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 141372
- Website
- spiritusfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI72.68%
- Individuals27.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Spiritus Financial Planning is an independent registered advisory firm organized as a corporation and owned by an individual practitioner. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its revenue model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements and other billing arrangements. Spiritus does not identify as an active ESG investor and does not operate as a capital allocator; its practice centers on direct client advisory and investment management rather than third-party fund selection as a core business line.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities62%
- Investment Grade Corp Bonds19%
- US Government Bonds15%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations