TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Aaron Marcello Spencer

Focus Partners Wealth, LLC
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Focus Partners Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

10900 NE 8th Street, Suite 780, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Focus Partners Wealth, LLC
February 2025 - Present · 1 yr
Previous Registrations
Merriman
February 2014 - March 2025 · 11 yrs 1 mo
Merriman
January 2013 - January 2013 · 0 mos
Merriman, LLC
February 2005 - January 2013 · 7 yrs 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.