Warren Spoor
Sagace Wealth · St. Petersburg, Florida
Warren Spoor is a fee-only financial advisor at Sagace Wealth in St. Petersburg, Florida, who holds the PFS credential. Warren focuses on estate & legacy planning, tax planning and small business owners. Sagace Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Sagace Wealth |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.7M across 263 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL · CRD 4632357 |
| Exams passed | Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sagacewealth.com |
How Warren's firm compares
- Sagace Wealth's average account is about $619,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Warren
Is Warren Spoor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Warren holds no broker registration, and Sagace Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Warren charge for financial advice?
Warren's firm, Sagace Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Warren Spoor based?
Warren Spoor is based in St. Petersburg, Florida.
What does Warren specialize in?
Warren's specialties include estate & legacy planning, tax planning and small business owners. Warren works with retirees, founders and multi-generational families.
What credentials does Warren Spoor hold?
Warren Spoor holds the PFS credential.
Is Warren Spoor registered with the SEC?
Yes. Warren Spoor is registered as an investment adviser representative in FL (CRD 4632357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sagace Wealth manage?
Sagace Wealth reports $162.7M across 263 accounts in assets under management.
How do I contact Warren Spoor?
Through Warren's website, www.sagacewealth.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
- Sagace 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.
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