Wayne Gifford
Financial Spectrum · Abington, Pennsylvania
Wayne Gifford is a fee-only financial advisor at Financial Spectrum in Abington, Pennsylvania. Financial Spectrum reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Financial Spectrum |
|---|---|
| Based in | Abington, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $5.6M across 23 accounts |
| SEC registration | Investment adviser representative in PA · CRD 3166987 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.financialspectrum.com |
How Wayne's firm compares
- Financial Spectrum's average account is about $244,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Wayne
Is Wayne Gifford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wayne holds no broker registration, and Financial Spectrum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wayne charge for financial advice?
Wayne's firm, Financial Spectrum, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Wayne Gifford based?
Wayne Gifford is based in Abington, Pennsylvania.
Is Wayne Gifford registered with the SEC?
Yes. Wayne Gifford is registered as an investment adviser representative in PA (CRD 3166987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Spectrum manage?
Financial Spectrum reports $5.6M across 23 accounts in assets under management.
How do I contact Wayne Gifford?
Through Wayne's website, www.financialspectrum.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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