RIA Intel›Advisers›Colorado›SPURR FINANCIAL PLANNING, INC.

SPURR FINANCIAL PLANNING, INC.

Advisory

CO

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in CO

#500

of 720 advisers by AUM

Average account

$431K

across 254 accounts

AUM per adviser

$110M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$110M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$110M

Discretionary AUM$108M

Non-Discretionary AUM$2M

Discretionary %98.6%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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HFG COLORADO, INC.

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$109M

LARIAT PARTNERS, LP

$111M

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