Spaugh Dameron Tenny LLC
Typically responds within 24 hours
FOUNDING YEAR
1957
NUMBER OF EMPLOYEES
6 - 20 employees
Spaugh Dameron Tenny LLC's Assets Under Management (AUM)
$500M - $1B
BUSINESS AFFILIATION
Hybrid RIA/Broker-Dealer
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
Charlotte, NC, North Carolina
SUPPORT
Standard Support
Spaugh Dameron Tenny LLC
At SDT, we specialize in helping seasoned executives, entrepreneurs and business owners navigate the complexities of equity compensation, tax planning, and long-term wealth planning. With over 100 years of combined experience, our team provides a white-glove experience to help clients maximize their wealth while minimizing their lifetime tax liabilities.
We understand the unique opportunities wealth can create. Our tailored financial planning service ensures your wealth is aligned with your goals.
Our Expertise Includes:
✅ Financial Planning
✅ Wealth Management
✅ Tax & Estate Planning
✅ Retirement & Cash Flow Planning
With a client-first approach, we provide proactive advice to help our clients make informed financial decisions so they feel in control of their money.
We understand the unique opportunities wealth can create. Our tailored financial planning service ensures your wealth is aligned with your goals.
Our Expertise Includes:
✅ Financial Planning
✅ Wealth Management
✅ Tax & Estate Planning
✅ Retirement & Cash Flow Planning
With a client-first approach, we provide proactive advice to help our clients make informed financial decisions so they feel in control of their money.
Clients who would be a good fit
Our ideal clients are those who value financial planning but don’t have the time nor interest to do it themselves, desire centralized advice, and have a minimum of $1,000,000 of AUM or $10,000 of discretionary monthly cash flow.
Clients who wouldNOTbe a good fit
Individuals who have an appetite to manage and oversee their own investment portfolio.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.1% to 1%
Flat Fee/Retainer
$3,000 to $50,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
