SPARTAN PLANNING GROUP
SEC RegisteredEnjoy More of Life's Moments
About the firm
Spartan Planning Group is a fee-only financial advisory firm serving families, individuals, and organizations. They provide a range of services including retirement planning, investment management, insurance planning, estate planning, tax planning, and corporate services. As a fee-only firm, they have no incentive to sell products clients don't need.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, insurance planning, investment management, estate planning, tax planning, and corporate services including 401k/403b management and full financial advisory services for executives
Who they serve
Families, individuals, and organizations, including corporate clients and executives
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $47M |
| High Net Worth Individuals | 88 | $313M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 14 | $23M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Between $1,000,001-3,000,000 | 0.95% |
| Between $3,000,001-5,000,000 | 0.75% |
| Assets Over $5,000,000 | 0.55% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SPARTAN PLANNING GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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