Spreng Capital Management, Inc. fees and pricing

Financial planner in Bucyrus, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 9, 2026, Spreng Capital Management, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“If SCM is retained by a client or individual to assist with financial planning our rate is $250 an hour for these services. 8”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Spreng Capital Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are negotiable and are based upon an annual percentage of the net asset value of client’s portfolio or an hourly charge.”
  • “While fees are negotiable, SCM has adopted the following investment advisory fee guideline for new clients.”
  • “Fees are generally billed quarterly in arrears.”

How Spreng Capital Management, Inc.’s fees compare

  • Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.

About Spreng Capital Management, Inc.

  • Principal: James A. Spreng
  • Firm size: 4 employees.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • College planning

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
927
Employees
4
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$300,205,060
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
119902
Website
sprengcapital.com (opens in new tab)
Phone
(419) 563-0084

Can advise clients in 8 states: Florida, Illinois, Michigan, North Carolina, Ohio, Texas, Virginia, Wisconsin

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