SP
CFP
SP
CFP

Spencer Paul Peet

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,155 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Loading...

Location

1045A Andrew Drive, West Chester, PA, 19380

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Spencer is an independent insurance agent since 2020, but does not actively sell insurance products. He maintains the license to stay informed about the insurance industry and understand client products.

Employment History
Current Registrations
Key Financial, INC.
April 2022 - Present · 3 yrs 10 mos
Osaic Wealth, INC.Broker
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Osaic Wealth, INC.
August 2021 - March 2024 · 2 yrs 7 mos
Trinity Wealth Securities, L.L.C.Broker
August 2020 - May 2021 · 9 mos
Florida Financial Advisors, INC.
August 2020 - July 2021 · 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.