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Spangler Financial Group Inc (Seattle)


Spangler Financial Group Inc is a large advisory firm based in Seattle. It manages $97.44 million of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.




Spangler Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spangler Financial Group: assets under management

The assets under management (AUM) of Spangler Financial Group Inc is $97.44 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $89.94 million in discretionary accounts and $7.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $480.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $375.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spangler Financial Group Inc for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Spangler Financial Group Inc performs its advisory services is located at 2802 Tenth Ave East, Seattle, WA 98102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-720-6114 or by fax 206-720-6101. The normal business hours are 8 a.m.-5 p.m. on Monday - Friday.


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