Spectrum Advisors | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Spectrum Advisors | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Updated December 6, 2025
Public ProfileLinkedInLinkedIn Profile

Spectrum Advisors has been more than just a financial firm for over 40 years.

Employees9
Revenue$9.8M

Industry & Market

Primary Industry
financial services
Location
Plano, Texas, United States

Funding Information

Annual Revenue
$9,833,000
Publicly traded company

Headcount Distribution

Total Employees
9
Departments
19

By Department

Department Breakdown

Business Development
Finance
Engineering
Marketing
Operations
Accounting

Keywords & Focus Areas

retirement planning & financial servicesindependent advisorfinancial advisorretirement planningfiduciary dutyestate planninglegacy planningfinancial goal settingother financial investment activitiesretirement strategy co-creationinvestment advisoryclient educationretirement risk managementretirement income strategiesretirement legacy planningpersonalized wealth mapfinancial planninglegacy preservationretirement cash flowlifetime income strategies+10 more
30 total keywords

Overview

For over four decades, this firm has acted as a trusted partner for individuals and families navigating retirement planning and financial services. Guided by faith-driven values and a relationship-first approach, they focus on developing personalized strategies for each client to help achieve lifelong financial clarity and confidence.

The advisory team specializes in tailoring solutions to each unique retirement journey, offering investment advisory services through a registered investment advisor framework. Their commitment centers on helping clients build and preserve the life they've worked so diligently to achieve.

Key Metrics

Total Employees
XXXX
Total number of employees
Engineering
XX
Number of employees in the engineering department
Sales Team
$XX
Number of employees in the sales department
Marketing
XX
Number of employees in the marketing department
Founded
XXXX
Year the company was founded
Revenue
$XXX,XXX,XXX
Total revenue of the company
Total Funding
$XXX M
Total funding of the company
Market Cap
$XXX,XXX
Market cap of the company

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Contact

Company
Spectrum Advisors
Headquarters
2805 Dallas Pkwy, Suite 200, Plano, Texas 75093, US
Industry
financial services

Technology Stack

Analytics & Tracking

Google AnalyticsGoogle Tag Manager

Social & Marketing

Not found

Database & Backend

Google Font API

Cloud & Infrastructure

Google Cloud Hosting

Productivity

Not found

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