Barry Spencer
Wealth With No Regrets
Wealth With No Regrets
Overview
Wealth With No Regrets is a fee-only financial planning firm based in Alpharetta, Georgia. They specialize in helping clients create comprehensive financial plans that align with their values and life goals, ensuring they can live life with no financial regrets.
Experience
12 yrs
AUM
$194M
Minimum
$100K
Fee Type
Fee-Only
Specialties
Life Events Served
Certifications & Licenses
Regulatory Information
CRD Number
6291047
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
Account minimum: $500K (negotiable)
Work History
Wealth With No RegretsCurrent
Managing Director / Financial Advisor
LPL Financial
Senior Financial Advisor
Wells Fargo Advisors
Financial Advisor
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
broker dealer
Registered Representative with affiliated broker-dealer
Compensation: Commissions
accountant
Certified Public Accountant (CPA)
Compensation: Fees
Office Locations
Wealth With No Regrets
PrimaryAlpharetta, GA
Key Team Members
Barry Spencer
Financial Advisor
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Key Team Members
Barry Spencer
Financial Advisor