Top financial advisors in Easton, MD
We’ve curated a list of the best financial advisors in Easton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$8,200,246
Number of advisors
4 advisors
| $8,200,246 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Easton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Easton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC is an investment advisor firm established in November 2014 and registered with the Securities and Exchange Commission. The firm, led by Frances Elizabeth Spurry, offers wealth management services to families, investment management services, and financial planning services to individuals. Clients can expect tailored services based on their needs, with a minimum account requirement of $5,000,000, although lower values may be accepted at the firm's discretion. Tred Avon Family Wealth provides fee-based, non-discretionary investment advisory services, recommending unaffiliated money managers or investment advisors through Managed Account programs. The firm charges asset management fees ranging from 0.15% to 0.50%, a flat fee based on estimated work time at $300 per hour, and fixed fees for wealth management services ranging from $10,000 to $450,000. Clients are encouraged to review their account statements regularly, as the firm does not vote on client securities or provide voting advice. Frances E. Spurry, the firm's owner, is a Certified Financial Planner™ professional, with a Bachelor's degree from Johns Hopkins University and a Master's degree from Washington College. She has no disciplinary events on record and does not engage in other substantial business activities. Clients can contact Ms. Spurry for any inquiries about the firm's services or this brochure.
$8,200,246 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Easton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Easton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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