A complete list of active advisors currently associated with Spinosa Wealth Management Group
Warmer can help you find a great advisor at Spinosa Wealth Management Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at Spinosa Wealth Management Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mandeville, LA
| 11
| |
Mandeville, LA
| 39
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")