Well Spent Wealth Planning

Overview

Well Spent Wealth Planning is an independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individual and family clients, as well as small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and operates with a primarily discretionary mandate—its reported assets are all discretionary. Investment activity centers on liquid public funds as the backbone of client portfolios, with a deliberate ability to place client capital with third‑party alternative managers for hedge funds, private placements and commodity exposure when appropriate. The adviser does not position itself as an ESG specialist, multi‑state adviser or pension consultant; its offering is concentrated on personalized wealth management and planning for households and small-business owners.

Assets & Accounts

Investments & Alternatives

Location & Offices