CS
CFP
CS
CFP
Craig Spry is a CFP-designated registered investment advisor at Coppell Advisory Solutions LLC, based in Dallas, TX, with 23 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
9,336 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
Get directionsHistory
Regulatory History (5)
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 2005Denied
Customer Dispute
January 2005Denied
Employment Separation After Allegations
December 2003Customer Dispute
March 2001Denied
Customer Dispute
April 2000Denied
Employment History
Current Registrations
Coppell Advisory Solutions LLC
December 2025 - Present · 4 mos
Previous Registrations
Namcoa
September 2024 - May 2025 · 8 mos
Worth Advisors
July 2022 - January 2023 · 6 mos
Eagle Strategies LLC
January 2022 - July 2022 · 6 mos
Nylife Securities LLCBroker
September 2021 - July 2022 · 10 mos
Suntrust Advisory Services, INC.
September 2016 - October 2020 · 4 yrs 1 mo
Suntrust Investment Services, INC.
July 2015 - December 2016 · 1 yr 5 mos
Suntrust Investment Services, INC.Broker
June 2015 - October 2020 · 5 yrs 4 mos
Metlife Securities INC.
July 2011 - July 2015 · 4 yrs
Metlife Securities INC.Broker
July 2011 - July 2015 · 4 yrs
Kovack Advisors, INC.
August 2006 - July 2011 · 4 yrs 11 mos
Rk Advisors
July 2005 - August 2006 · 1 yr 1 mo
Kovack Securities INC.Broker
July 2005 - July 2011 · 6 yrs
Banc of America Investment Services, INC.
June 2004 - March 2005 · 9 mos
Banc of America Investment Services, INC.Broker
January 2004 - March 2005 · 1 yr 2 mos
Wachovia Securities, LLCBroker
January 2001 - December 2003 · 2 yrs 11 mos
Edward JonesBroker
September 1998 - January 2001 · 2 yrs 4 mos
State Registrations1 state
NC
Advisor
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Exams
No exam information available for this advisor.