SPURR FINANCIAL PLANNING, INC.

SPURR FINANCIAL PLANNING, INC. is an SEC-registered investment adviser (CRD 125563). Regulatory assets under management: $109.5M.

Registration

• CRD: 125563
• Type: Registered investment adviser
• Phone: 720-344-4176
• Latest filing: 2026-03-19
• Regulatory AUM: $109.5M
• Discretionary AUM: $108.0M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 254

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125563 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search