Spencer Tracy
Principium Investments · Boulder, Colorado
Spencer Tracy is a fee-only financial advisor at Principium Investments in Boulder, Colorado. Spencer charges a percentage of assets (no asset minimum) and focuses on estate & legacy planning, family wealth transfer and sustainable & impact investing.
Request an introduction to Spencer →
Specialties
Who they serve
- Early-career professionals
- Retirees
- Multi-generational families
Facts
| Firm | Principium Investments |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Assets under management | $225.4M across 508 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7165363 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.principium.co |
Request an introduction to Spencer
Tell Spencer a little about what you're looking for. Spencer 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 Spencer
Is Spencer Tracy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer holds no broker registration, and Principium Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Spencer charge for financial advice?
Spencer charges a percentage of assets.
How much does Spencer charge?
According to Principium Investments's website, checked October 30, 2026: no asset minimum.
Where is Spencer Tracy based?
Spencer Tracy is based in Boulder, Colorado.
What does Spencer specialize in?
Spencer's specialties include estate & legacy planning, family wealth transfer, sustainable & impact investing and divorce financial planning. Spencer works with early-career professionals, retirees and multi-generational families.
Is Spencer Tracy registered with the SEC?
Yes. Spencer Tracy is registered as an investment adviser representative in CO (CRD 7165363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Principium Investments manage?
Principium Investments reports $225.4M across 508 accounts in assets under management.
How do I contact Spencer Tracy?
Through Spencer's website, www.principium.co.
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
- Principium Investments 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.