Our Fees

Every person is unique, and planning needs are unique as well. SPENCER FINANCIAL STRATEGIES offers various types of accounts to meet your needs – large or small. We can help

Account Types

Fee Based (percentage of assets or flat fee)

Commission (trading fees)

Subscription Based (retainer fee for Annual or Quarterly Household Analysis)

Basic Personal or Business Financial Plan

No minimum account size

Comprehensive Personal or Business Financial Plan

No minimum account size

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

dspencer@spencerfinancialstrategies.com | 317-566-2050