SW

Spencer Paul Wright

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$72.8M

Fee Structure

Halbert Wealth charges fees based on assets under management. For discretionary strategies, fees range from 1.25% on the first $500,000 to 1.00% on the next $500,000 to $2,000,000, with fees negotiable above that. The HWM Alpha Advantage Strategy has a different fee structure, ranging from 2.50% on the first $1,000,000 to 2.25% on the next $1,000,000 to $2,500,000, then 2.00% on the next $2,500,000 to $5,000,000, with fees negotiable above that. Underlying money manager fees (0.20% to 1.0%) may be added. For non-discretionary strategies, Halbert Wealth is paid by sharing in the management fee (0.99% to 2.50%) charged by the Investment Advisors.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

9433 Bee Cave Rd., Building III, Suite 201, Austin, TX, 78733

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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
Halbert Wealth Management, INC
September 2025 - Present · 4 mos
Previous Registrations
World Investment Advisors, LLC
December 2022 - November 2025 · 2 yrs 11 mos
Halbert Wealth Management, INC
March 2000 - March 2023 · 23 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.