Mary J. Spitler, MS, LLC fees and pricing
Financial planner in Laramie, Wyoming. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2024, Mary J. Spitler, MS, LLC charges $75 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75/hr
“In such cases, the Client will be billed on a pro-rated basis for the current quarter. 5 The normal fee for hourly financial planning and investment advice is $75 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mary J. Spitler, MS, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may authorize Spitler to directly debit fees from client accounts, or may elect to be billed directly for fees.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How Mary J. Spitler, MS, LLC’s fees compare
- Its hourly rate of $75 is below the Wyoming median of $250. None of the 12 other Wyoming planners that publish an hourly rate charge less.
About Mary J. Spitler, MS, LLC
“Spitler is a fee-only planner, whose primary business is giving investment advice and providing investment supervisory services to clients. Spitler provides two different types of services, Investment Management Services and Hourly Financial Planning and Investment Advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- College planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 45
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $24,137,825
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 113145
- Phone
- (307) 742-3999
Other planners in Laramie that publish fees
- Markle Financial LLCLaramie$75-$775/hr
- Copperline Wealth Management & PlanningCody$50-$300/hr
- Dreyfuss Capital Management LLCJackson$125-$300/hr, $1,000-$15,000
- Elevate Wealth ManagementSheridan$500/hr, $2,500-$10,000
- Elevated Asset Management LLCJackson$1,000-$3,000
- Gervais Capital Management, LLCWilson$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.