Spencer
Sprague

Consilio Wealth Advisors, LLC

CRD#7935302
Investment Advisor
in Verdale, WA

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About this Advisor

Spencer Sprague is a financial advisor based in Verdale, Washington, working with Consilio Wealth Advisors, LLC. Spencer has previously worked at Consilio Wealth Advisors, LLC, Blue Trust, The Club At Snoqualmie Ridge, Student, and George Fox University. Spencer has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Spencer is part of Consilio Wealth Advisors, LLC, which operates out of Verdale, Washington. The firm has 2 offices and 9 employees. The firm manages assets totaling $458.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Consilio Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Verdale, WA

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Consilio Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$458,020,929

WA Average: $3,566,627,242
Total Number of Employees

9

WA Average: 46
Total Number of Accounts

1,246

WA Average: 1,499
Average Account Size

$367,593

WA Average: $2,379,338

Investment Advisory Services

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

Spencer Sprague Work History

2024 - Present (1 year)

Consilio Wealth Advisors, LLC

2023 - Present (2 years)

Blue Trust

2022 - 2022 (< 1 year)

Blue Trust

2019 - 2023 (4 years)

George Fox University

2018 - 2019 (1 year)

The Club At Snoqualmie Ridge

2017 - 2017 (< 1 year)

The Club At Snoqualmie Ridge

2017 - 2018 (1 year)

Student

2016 - 2016 (< 1 year)

The Club At Snoqualmie Ridge

2016 - 2017 (1 year)

Student

2014 - 2016 (2 years)

Student

Disclosures

Please visit the SEC profile of Spencer Sprague 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 Consilio Wealth Advisors, LLC

Angela Phillips
Cowlesville, NY
Hao Dang
Antelope, CA
Spencer Sprague
Verdale, WA
Matthew Behning
Bellevue, WA
Christopher Kaminski
Bellevue, WA
Nathaniel Donohue
Bellevue, WA
Alexander Dorell
Bellevue, WA

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