Updated:Jun 3, 2026

Spillane Financial Planning

Spillane Financial Planning is a registered investment adviser with no verifiable public footprint, AUM, or named leadership.

Spillane Financial Planning

Spillane Financial Planning, Inc. is an SEC-registered investment adviser in Lebanon, OH. The firm manages approximately $45 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is Spillane Financial Planning still an active firm?

The firm's registration as an RIA is a matter of public record, but no website, media mention, or business listing confirms ongoing advisory activity. Allocators should verify status directly with the firm or via the SEC's Investment Adviser Public Disclosure database.

What services does Spillane Financial Planning offer?

Without a published website or ADV brochure, the firm's specific service model is unknown. Most RIAs of this profile provide financial planning, retirement consulting, and portfolio management, but no confirmed offering has been sourced.

Who owns or operates Spillane Financial Planning?

No principal, owner, or investment committee member is identified in any publicly available source. The firm's regulatory filings likely list one or more control persons, but those records have not been corroborated through primary documentation.

Does Spillane Financial Planning manage institutional capital?

There is no public evidence of institutional mandates, pension fund relationships, or separate account management. The firm's profile suggests a retail or private-wealth advisory practice, though even that cannot be confirmed.

Why is Spillane Financial Planning included in an institutional research database?

Registered investment advisers appear in standard regulatory scans regardless of size or public profile. Inclusion reflects the completeness of the underlying data capture, not an assessment of institutional relevance or investability.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.