Firm
Spectra Investment Management
Stuart, Florida
Fee-only
Spectra Investment Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 35 individual clients, 29 of them high net worth.
- Its average account is about $2.3 million (assets it manages divided by its 133 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Stuart, Florida |
|---|---|
| Website | spectrainvestment.com |
| Phone | (772) 324-5640 |
Spectra Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $5,000,000 |
|---|
In the firm's words
"serves like-minded and personally compatible families with $5 million or more in investable assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $307 million |
| Individual clients | 6 |
| High-net-worth clients | 29 |
| Accounts managed | 133 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-110258) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 288145 |