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Spector Financial Services, LLC (Palo Alto)


Spector Financial Services, LLC is a large advisory firm based in Palo Alto. It manages $134 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Spector Financial Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spector Financial Services: assets under management

The assets under management (AUM) of Spector Financial Services, LLC is $134 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 314% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $134 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.19 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spector Financial Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Spector Financial Services, LLC performs its advisory services is located at 306 Cambridge Avenue, Palo Alto, CA 94306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-331-7530 or by fax 650-329-8203. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.spectorfinancial.com.


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