Keith
Spelmon
Eudaimonia Partners, LLC
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About this Advisor
Keith Spelmon is a financial advisor based in Decatur, Georgia, working with Eudaimonia Partners, LLC. Keith has previously held positions at Wells Fargo Advisors LLC, Eudaimonia Partners, LLC Dba Phoenix Asset Advisors LLC, Harmony Grove Wealth Management, LLC, and M.S. Howells & Co. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Georgia, and Texas. Currently, Keith is part of Eudaimonia Partners, LLC, which operates out of Decatur, Georgia. The firm has 12 offices and 27 employees. The firm manages assets totaling $703.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Eudaimonia Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eudaimonia Partners, LLC Brokerage Details
$703,543,778
27
2,332
$301,691
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Keith Spelmon Work History
Eudaimonia Partners, LLC Dba Phoenix Asset Advisors LLC
M.S. Howells & Co
Harmony Grove Wealth Management, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Keith Spelmon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eudaimonia Partners, LLC
Winchester, TN
Winchester, TN
Raleigh, NC
Winchester, TN
Winchester, TN
Athens, GA
Franklin, TN
Decatur, GA
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