Frances Spurry
Tred Avon Family Wealth · Easton, Maryland
Frances Spurry is a fee-only financial advisor at Tred Avon Family Wealth in Easton, Maryland, who holds the CFP credential. Frances focuses on retirement planning, estate & legacy planning and family wealth transfer. Tred Avon Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Frances →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Tred Avon Family Wealth |
|---|---|
| Based in | Easton, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $431.9M across 347 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, NY, TX · CRD 3088160 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tredavonfamilywealth.com |
Request an introduction to Frances
Tell Frances a little about what you're looking for. Frances isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Frances
Is Frances Spurry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frances holds no broker registration, and Tred Avon Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frances charge for financial advice?
Frances's firm, Tred Avon Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frances Spurry based?
Frances Spurry is based in Easton, Maryland.
What does Frances specialize in?
Frances's specialties include retirement planning, estate & legacy planning and family wealth transfer. Frances works with multi-generational families.
What credentials does Frances Spurry hold?
Frances Spurry holds the CFP credential.
Is Frances Spurry registered with the SEC?
Yes. Frances Spurry is registered as an investment adviser representative in MD, NY and TX (CRD 3088160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tred Avon Family Wealth manage?
Tred Avon Family Wealth reports $431.9M across 347 accounts in assets under management.
How do I contact Frances Spurry?
Through Frances's website, www.tredavonfamilywealth.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
- Tred Avon Family Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.