A complete list of active advisors currently associated with Spinnaker Financial Advisors, LLC

Warmer can help you find a great advisor at Spinnaker Financial Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Spinnaker Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.