Spencer D. Crow

CFP®, CRPC®, AWMA®, AAMS®, CFS®

Financial Engines®

Senior Vice President – Financial Planning

Spencer D. Crow

CFP®, CRPC®, AWMA®, AAMS®, CFS®

Financial Engines®

Senior Vice President – Financial Planning

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Spencer D. Crow, CFP®, CRPC®, AWMA®, AAMS®, CFS®

Spencer D. Crow is a San Antonio, TX financial advisor and investment manager. Financial Engines specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Spencer D. Crow is a fiduciary financial planner.

Spencer Crow is a Fee-Only CERTIFIED FINANCIAL PLANNER™, NAPFA- Registered Financial Advisor, Dave Ramsey Smartvestor Pro and Senior Vice President of Financial Planning at Financial Engines® in San Antonio, Texas.

 

  • Joined Financial Engines in 2011.
  • Successfully completed the FINRA Series 7 and 66 Licenses
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Accredited Wealth Management AdvisorSM (AWMA®)
  • Accredited Asset Management SpecialistSM (AAMS®)
  • Certified Fund Specialist (CFS®)
  • NAPFA-Registered Financial Advisor
  • Dave Ramsey Smartvestor Pro
  • Member of the Financial Planning Association (FPA®) and The National Association of Personal Financial Advisors (NAPFA)
  • Bachelor's degree in Mass Communication - Texas State University
  • Enjoys fishing, hunting, skiing, traveling and scuba diving
  • Married to Lauryn. Spencer and Lauryn attend Northern Hills United Methodist Church and have two daughters; Peyton and Paisley.

Spencer D. Crow's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)

We were founded in 1996 to help people just like you, and hundreds of Fortune 500 companies use our workplace solutions to help their employees with personalized financial guidance. We provide objective, fee-based advice and asset management, with an aim to help you build a better financial future, plain and simple.

Your local advisor:

  • Understands you and your financial goals
  • Builds your personalized plan and adjusts as needed
  • Communicates your progress toward your goals

Our national resources:

  • Conduct in-depth economic analyses
  • Provide a research-based investment strategy
  • Personalize your asset allocations

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • No-Cost Initial Consultation
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Spencer D. Crow is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Spencer D. Crow is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Spencer D. Crow is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CRPC - Chartered Retirement Planning Counselor
    Spencer D. Crow is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • AAMS - Accredited Asset Management Specialist
    Spencer D. Crow is an Accredited Asset Management Specialist

    Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

  • AWMA® - Accredited Wealth Management Advisor
    Spencer D. Crow is an Accredited Wealth Management Advisor (AWMA®)

    Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

  • CFS - Certified Fund Specialist
    Spencer D. Crow is a Certified Fund Specialist

    The purpose of the CFS® is to educate advisors on Mutual Funds, Exchange Traded Funds (ETF’s), Real Estate Investment Trusts (REIT’s), Closed End Funds (CEF’s), and other pooled investment vehicles. These investment vehicles have grown in popularity over the past decades, and understanding how different funds operate and are be properly analyzed for risk characteristics and positioning in a portfolio is important for today’s investor and investment professionals.

Contact Spencer D. Crow

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Office Locations:

  • 555 E. Basse Rd. #206
    San Antonio, TX 78209

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