Spartan Planning Group

EST. AUM
$383,681,575

CONTACTS

CLIENT ACCOUNTS
1,006

Firm Details

Metro area Charlotte
CRD Number 166599
Website spartanplanninggroup.com
Client types

Overview

Spartan Planning Group, legally operating as Spartan Planning & Wealth Management LLC, is an independent, fee-only registered investment adviser headquartered in Greensboro, North Carolina, founded in January 2013. Operating under a strict fiduciary standard, the firm provides personalized wealth management, retirement planning, and discretionary portfolio management for individuals, high-net-worth families, and small-business retirement plans. Guided by its “Service, Not Sales” philosophy, the firm avoids commission-based products to maintain transparency and objectivity. Spartan Planning emphasizes tax-efficient wealth management, integrating investment growth strategies with proactive tax planning, downside risk management, and legacy planning. The firm also offers tailored planning accommodations for widowed clients navigating major financial transitions. Its investment approach utilizes globally diversified portfolios built primarily with low-cost ETFs, institutional mutual funds, and select domestic equities through independent custodial platforms.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Spartan Planning Group

Platform Details

Investment Preferences

Alternative Activity

Address

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