Chad Brandon Bushon

CFP

Spg Advisors LLC

26 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Spg Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

628 clients

Average Client Portfolio

$737K average

Assets Under Management

$462.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $3.0M	0.50%
$3M+	0.25%

These fees are for SPGA's portion only. Synergy Asset Management charges additional fees. Fees may be waived or reduced at SPGA's discretion.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

11411 NE 124th St, Suite 255, Kirkland, WA, 98034

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2008

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Spg Advisors LLC

May 2025 - Present · 9 mos

Previous Registrations

Joslin Capital Advisors LLC

March 2023 - March 2023 · 0 mos

Charles Schwab & CO., INC.Broker

January 2022 - March 2023 · 1 yr 2 mos

Charles Schwab & CO., INC.

January 2022 - March 2023 · 1 yr 2 mos

TD Ameritrade, INC.Broker

December 2015 - March 2023 · 7 yrs 3 mos

TD Ameritrade Investment Management, LLC

December 2015 - March 2023 · 7 yrs 3 mos

TD Ameritrade, INC.

December 2015 - October 2022 · 6 yrs 10 mos

Financial Advocates Investment Management

October 2014 - November 2015 · 1 yr 1 mo

LPL Financial LLCBroker

September 2014 - November 2015 · 1 yr 2 mos

Charles Schwab & CO., INC.

October 2005 - September 2014 · 8 yrs 11 mos

Charles Schwab & CO., INC.Broker

October 2005 - September 2014 · 8 yrs 11 mos

Harrisdirect LLC

October 2003 - October 2005 · 2 yrs

Harrisdirect LLCBroker

October 2003 - October 2005 · 2 yrs

Charles Schwab & CO., INC.Broker

August 1997 - October 2003 · 6 yrs 2 mos

State Registrations8 states

AZCACOFLIDORTXWA

Advisor

Exams

No exam information available for this advisor.