S & P FINANCIAL, INC.

S & P FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #139358), S & P FINANCIAL, INC. is subject to fiduciary duty under federal law.

S & P FINANCIAL, INC. is headquartered in ASHLAND, OR.

According to their SEC Form ADV, S & P FINANCIAL, INC. offers financial planning and portfolio management for individuals. View all service details ↓

S & P FINANCIAL, INC. manages $324 million in client assets according to their SEC filing dated March 28, 2025.

According to their SEC Form ADV, S & P FINANCIAL, INC. serves high-net-worth individuals. View client details ↓