Philip
Fluegge

Spire Wealth Management, LLC

CRD#1020686
Investment Advisor
in Mc Lean, VA

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About this Advisor

Philip Fluegge is a financial advisor working in Mc Lean, Virginia with a total of 5 years of relevant experience. Fluegge is on the advisory team at Spire Wealth Management, LLC. Fluegge has gained experience at Commonwealth Financial Network, Integrity Wealth Consultants, Fsc Securities Corp and Spire Wealth Management. Fluegge maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Michigan. Spire Wealth Management, LLC is a financial advisory firm that has its headquarters in Mc Lean, VA. It has offices in 45 locations and a total of 138 people on staff. It controls $4 billion in assets under management between its 14,882 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 35 charities and foundations. Of its 14,882 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. The business has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules typically are based on the type of services provided. Fees billed by Spire Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7901 Jones Branch Dr. Suite 810
Mc Lean, VA 22102

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,880,542,514

VA Average: $1,835,309,194
Total Number of Employees

138

VA Average: 32
Total Number of Accounts

14,882

VA Average: 1,458
Average Account Size

$260,754

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Philip Fluegge Work History

Philip has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Spire Wealth Management

2016 - 2017 (1 year)

Fsc Securities Corp

2008 - 2016 (8 years)

Commonwealth Financial Network

2008 - 2016 (8 years)

Integrity Wealth Consultants

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Philip Fluegge 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 Spire Wealth Management, LLC

Courtney Smith
Mc Lean, VA
David Speranza
Newburgh, NY
David Canham
Alexandria, VA
Scott Aabel
Mc Lean, VA
Marcus Malone
Mc Lean, VA
Mark Doughty
Mc Lean, VA
Scott Fewin
Charlotte, NC
Michael Erbaio
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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