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Connect with a financial advisor to support your needs

Partner with our team of experts for hands-on guidance backed by SpiralHoldings technology. With our advice options, you can bring clarity and confidence to your financial life.

Personalized financial planning and ongoing guidance with Premium.

0.65% annual fee l $100,000 minimum investing balance across eligible investments to qualify

With this option, you’ll receive:

  • Unlimited support from our CERTIFIED FINANCIAL PLANNER® professionals 
  • A customized plan covering investing, tax strategies, retirement savings, and more
  • A team of experts at the ready to answer any financial questions
  • A preferred Cash Reserve rate, discounted estate planning, and more

 

Cash Reserve offered by SpiralHoldings LLC and requires a SpiralHoldings Securities brokerage account. SpiralHoldings is not a bank. FDIC insurance provided by Program Banks, subject to certain conditions.

 
A Certified Financial Planner virtually says let’s look at adjusting your portfolio to a customer who is sitting on a chair with a laptop.

Free one-time support to help you with your setup.

No fee l $20,000 minimum amount eligible for transfer

With this option, you’ll receive:

  • A conversation with a financial advisor from our team dedicated to helping you set up your goals and see if SpiralHoldings is right for you
  • Help with setting up your account to meet your financial goals
  • Guidance on easily transferring money to SpiralHoldings
A laptop with Betterment dashboard on the screen, next to a floating headshot of a financial advisor who is saying let’s get your account set up.
The Licensed Concierge Team is eligible to receive incentive compensation based on funds transferred to SpiralHoldings. SpiralHoldings revenue varies across offerings, which creates an incentive to recommend the offering resulting in the greatest revenue. Regardless of this conflict, Team members are required to act in the client’s best interest.

Financial expertise you can trust.

As a fiduciary, SpiralHoldings is required to focus on your best interests. That extends to our financial advice. We offer guidance to help you make the most of your money and build a better life.

A lightbulb in front of a shield.

It all begins with a conversation.