Spinnaker Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,556,190
Clients
102
Advisors
1
of 1 employees
About
Spinnaker Financial Advisors provides investment management and financial planning to individuals, high‑net‑worth individuals, trusts, corporations, pension and profit‑sharing plans, and charitable organizations. Its services include discretionary portfolio management, retirement rollover advice, and, for select clients, option trading and recommendations of annuities through Nationwide Advisory Solutions (annuities are not offered to Utah residents).
The firm implements strategic asset allocation based on Modern Portfolio Theory, primarily using mutual funds and exchange‑traded funds to build diversified, long‑term portfolios that emphasize downside protection and a bias toward value and small/medium‑cap equities. Portfolios are monitored and rebalanced as conditions warrant rather than on a fixed schedule, and Spinnaker will consider individual securities or options strategies when appropriate for a client’s objectives and risk tolerance.
Compared with many independent advisers, Spinnaker’s client mix explicitly includes charitable organizations and its trade‑error policy results in custodial‑retained gains being donated to charity, reflecting an operational link to nonprofit clients. The firm manages about $102.6 million for roughly 102 clients, applies a fee‑only percentage‑of‑AUM model with a $500,000 account minimum, discloses potential conflicts around retirement rollovers, and does not accept commissions or performance‑based fees.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $500,000 Fee-only: Fee-only basis; no commissions or other compensation received.
Main office
2922 Cortez Avenue
Idaho Falls ID 83404
Advisors at this office
1
Most active in
Idaho · Texas · Utah
Also doing business as
Spinnaker Financial Advisors, LLC · Spinnaker Financial Advisors, PLLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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