Spectrum charges fees for financial planning services ranging from $100 to $425 per hour, depending on the staff member or partner performing the services. These fees are negotiable. Investment management fees are based on a percentage of assets under management. Financial planning fees are waived if the client also uses Spectrum for investment management. The firm also has advisory representatives who are licensed insurance agents and earn commissions, creating a conflict of interest.
1745 NW Kings Blvd., Corvallis, OR, 97330-1905
Get directionsNo 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 →Benjamin is the sole shareholder/owner of Scott Meeker CPA PC, a public accounting practice, dedicating nearly full-time hours to this activity. He is also a member/agent of Spectrum Insurance Services, LLC, spending minimal time on sales and analysis.