Brett Spurr
Spurr Financial Planning · Salida, Colorado
Brett Spurr is a fee-only financial advisor at Spurr Financial Planning in Salida, Colorado, who holds the CFP credential. Spurr Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Spurr Financial Planning |
|---|---|
| Based in | Salida, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $109.5M across 254 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4619356 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.spurrfinancial.com |
How Brett's firm compares
- Spurr Financial Planning's average account is about $431,000, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Brett
Is Brett Spurr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Spurr Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Spurr Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brett Spurr based?
Brett Spurr is based in Salida, Colorado.
What credentials does Brett Spurr hold?
Brett Spurr holds the CFP credential.
Is Brett Spurr registered with the SEC?
Yes. Brett Spurr is registered as an investment adviser representative in CO and TX (CRD 4619356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spurr Financial Planning manage?
Spurr Financial Planning reports $109.5M across 254 accounts in assets under management.
How do I contact Brett Spurr?
Through Brett's website, www.spurrfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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