Do you only work with clients in Texas?

As a Registered Investment Advisor in Texas, I work mainly with clients in Texas. As a CDFA®, I work with clients nationwide.

Do I need to move my investments to work with you?

No. That’s entirely your choice. You can keep your accounts where they are. I can help you review, evaluate, and optimize your existing investments and create a plan aligned with your goals.

Do you require a minimum portfolio size or income level?

No. There are no asset minimums or income requirements. My goal is to make professional financial guidance accessible - especially during periods of transition or uncertainty.

Can I get objective financial advice without product sales?

Yes. SpendItRight is a fee-only fiduciary firm. We do not sell financial products, earn commissions, or receive compensation from investment providers. Advice is paid for directly by clients, ensuring objective, conflict-free guidance.

What are the benefits of hourly or project-based advice?

Hourly and project-based advice allows you to get targeted, on-demand advice without asset minimums or long-term commitments.