Spinosa Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Spinosa Wealth Management Group provides investment advisory services to individuals (including high-net-worth clients), trusts, retirement plans, and business entities. The firm offers wrap portfolio management as its primary managed-investment service, and also provides standalone financial planning and pension consulting, managing roughly $191 million in discretionary assets and generally requiring $500,000 to open a wrap account (subject to waiver).
The firm manages wrapped accounts on an individualized, discretionary basis and applies a mix of analytical approaches — including fundamental, technical, quantitative methods, cyclical analysis, and modern portfolio theory — to construct and monitor portfolios. Its investment program can include more complex techniques, such as margin/borrowing in separately managed accounts, use of derivatives and options (including covered calls), and exposure to structured products and MLPs, all of which carry additional risks.
Notable distinctions relative to many peers include that the firm sponsors a wrap-fee program and discloses the uncommon practice of using borrowing and derivatives within separately managed accounts. The firm also has atypical affiliations: its managing member is a Certified Public Accountant and its representatives act as licensed insurance agents/brokers, relationships the brochure acknowledges can create conflicts of interest that are disclosed and managed; the firm also operates with dually registered personnel and recommends custody through LPL Financial.
Client services
Expertise
Fee options
Financial Planning: $1,000 to $5,000; Pension Consulting: $1,000 to $25,000
Representatives may earn commissions as registered representatives of LPL for brokerage clients, but not on advisory accounts
Maximum hourly fee for Financial Planning and Pension Consulting: $350/hour
Account minimum: $500,000 Fee-only: Financial Planning: $1,000 to $5,000 flat fee; Pension Consulting: $1,000 to $25,000 flat fee or hourly up to $350/hour
Main office
4565 Lasalle Street, Suite 201
Mandeville LA 70471
Advisors at this office
2
Most active in
Florida · Louisiana · Texas
Also doing business as
Spinosa & Associates, Inc. · Spinosa Wealth Management Group · Spinosa Wealth Management Group, LLC · Spinosa, Randy
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Lawrence S
CFP®, ChFC®, Series 63, Series 65
Mandeville, LA
Spinosa Wealth Management Group
Lawrence Spinosa is a financial advisor with Spinosa Wealth Management Group, holding the CFP® and ChFC® designations and over 39 years of industry experience. He has been with Spinosa Wealth Management Group since 2014 and has prior experience at LPL Financial and Spinosa & Associates, where he also maintains a CPA practice focused on tax preparation and accounting. Spinosa Wealth Management Group provides investment advice and planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers wrap portfolio management, standalone financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, quantitative, and Modern Portfolio Theory approaches to portfolio construction.
Jordan S
CFP®
Mandeville, LA
Spinosa Wealth Management Group
Jordan Spinosa is a CFP® professional with 12 years of industry experience. He is principal at Spinosa Wealth Management Group, which he has been associated with since 2016, and has also worked with LPL Financial during this time. Outside of investment advisory services, Spinosa is involved with JRS & Associates, a business entity for tax and investment purposes. Spinosa Wealth Management Group provides advisory services to individuals, trusts, retirement plans, and business entities, managing approximately $191 million in discretionary assets. The firm offers wrap portfolio management alongside standalone financial planning and pension consulting, employing diverse analytical methods and advanced investment techniques within its discretionary management approach.
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