Truman Blocker
Truman Blocker is a CFP-designated registered investment advisor at Spectrum Strategies, L.L.C., based in Dallas, TX, with 32 years of industry experience. Truman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 120 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Initial financial plan - starts at $1,000, depending on complexity.
- Subsequent reviews (after 12 months) - 50% or less of the original plan cost, with a minimum of $1,000. This rate applies for two years after the original plan date.
- Subsequent reviews (after 3 years) - 50% of the then-current fee schedule for plans at that level of complexity, with a minimum of $1,000. If the client's financial situation has changed substantially, the fee may exceed 50% of the original plan cost.
- Subsequent reviews (every 24 months) - minimum fee of $1,000.
- Consulting services - $150-$200 per hour for a financial planner and $60-$80 per hour for staff. Fixed fee arrangements may also be available.
Location
13455 Noel Road, 20th Floor, Dallas, TX, 75240
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Truman is an insurance agent selling health insurance since 1998 and a partner at Spectrum Strategies, LLC since 2000, dedicating about a quarter of his time to financial planning. He also works as a presenter for Sandler Training and coaches soccer, and is a managing partner at Spectrum Wealth Strategies, LLC.
Employment History
Current Registrations
Spectrum Strategies, L.L.C.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Allmerica Investments, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.