Michael
Spector

Adero Partners, LLC

CRD#4343391
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Spector is a financial advisor based in Austin, Texas, working with Adero Partners, LLC. Michael has previously held positions at Vista Wealth Management, LLC, Media Wealth, LLC, and Adero Partners, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Michael is part of Adero Partners, LLC, which operates out of Austin, Texas. The firm has 24 offices and 51 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Adero Partners, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

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, Others

Office Location

Austin, TX

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Adero Partners, LLC Brokerage Details

Total Assets Under Management

$4,035,668,036

TX Average: $7,578,581,321
Total Number of Employees

51

TX Average: 43
Total Number of Accounts

3,511

TX Average: 3,727
Average Account Size

$1,149,435

TX Average: $2,033,427

Investment Advisory Services

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

Michael Spector Work History

2020 - Present (4 years)

Media Wealth. LLC

2018 - Present (6 years)

Adero Partners, LLC

2006 - 2018 (12 years)

Vista Wealth Management, LLC

Disclosures

Please visit the SEC profile of Michael Spector 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 Adero Partners, LLC

Leilah Buker
Beaverton, OR
Regan Smith
Denver, CO
Mark Bates
Orinda, CA
Adam Farid
San Francisco, CA
Alina Sohng
San Jose, CA
Konrad Kern
Pleasanton, CA
Rebekah Mull
Pleasanton, CA
Nina Doehrman
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started