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Spiritus Financial Planning
SPIRITUS FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $7 million in regulatory assets under management, with...
Overview
SPIRITUS FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $7 million in regulatory assets under management, with $5 million managed on a discretionary basis. It employs 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What services does Spiritus Financial Planning offer?
The firm provides comprehensive financial planning, including retirement planning, tax strategies, estate planning, investment management, and insurance analysis. It operates primarily on a fee-only basis, as is typical for registered investment advisors in this segment.
Is Spiritus Financial Planning a fiduciary?
As a registered investment advisor, Spiritus Financial Planning is bound by fiduciary duty to act in the best interest of its clients. This is a standard requirement under the Investment Advisers Act of 1940 for firms that manage client assets on a discretionary basis.
Does Spiritus Financial Planning publish its AUM or performance?
No, the firm does not publicly disclose its total assets under management, client returns, or portfolio holdings. Such figures are not available from the firm's limited public presence or standard regulatory filings like Form ADV.
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