SPARTAN PLANNING AND WEALTH MGMT

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2+1 YoYRank #11179 of mapped providers

Assets under administration$740M0.0%Market share · rank #10546

Fees received$55,527Median $27,764/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

See full SPARTAN PLANNING AND WEALTH MGMT analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.