Kathi Spurr
Spurr Financial Investment Services · Alton Bay, New Hampshire
Kathi Spurr is a fee-only financial advisor at Spurr Financial Investment Services in Alton Bay, New Hampshire. Spurr Financial Investment Services reports charging a percentage of assets on its Form ADV.
Request an introduction to Kathi →
Facts
| Firm | Spurr Financial Investment Services |
|---|---|
| Based in | Alton Bay, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $18.3M across 41 accounts |
| SEC registration | Investment adviser representative in NH · CRD 2058442 |
| Exams passed | Series 63 (1990) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Kathi's firm compares
- Spurr Financial Investment Services's average account is about $447,000, from its Form ADV (assets managed divided by 41 accounts).
Request an introduction to Kathi
Tell Kathi a little about what you're looking for. Kathi 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 Kathi
Is Kathi Spurr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathi holds no broker registration, and Spurr Financial Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathi charge for financial advice?
Kathi's firm, Spurr Financial Investment Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Kathi Spurr based?
Kathi Spurr is based in Alton Bay, New Hampshire.
Is Kathi Spurr registered with the SEC?
Yes. Kathi Spurr is registered as an investment adviser representative in NH (CRD 2058442), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Spurr Financial Investment Services manage?
Spurr Financial Investment Services reports $18.3M across 41 accounts in assets under management.
How do I contact Kathi Spurr?
Contact details aren't on file yet. Search for Spurr Financial Investment Services.
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.
See something wrong? Request a correction. Read our methodology.