Spreckels Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Spreckels Wealth Management provides fee-only wealth management and financial planning to individuals, families, trusts, estates, family businesses, and selected retirement and profit-sharing plans. The firm offers portfolio management and planning services and places client assets with independent custodians rather than acting as custodian itself.
The firm employs a strategic asset allocation approach, blending passive index/ETF exposure with actively managed funds, dividend-paying equities and individual bonds or stocks where appropriate, and tailors portfolios to client objectives using a risk-tolerance questionnaire. Accounts are generally managed on a discretionary basis, monitored daily, and reviewed at least quarterly with written quarterly and annual reporting and periodic in-person reviews available.
Distinctive features for a single-advisor independent firm include managing roughly $89.9 million across about 59 client relationships and a principal who holds both CFP and CFA credentials while also serving in a senior investment role for a public pension plan, a dual role the firm discloses and contends does not create conflicts. The firm requires clients to custody assets at custodians it designates, does not accept commissions or performance-based fees, and does not vote client proxies, practices that differ from many peers.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $30,000 per project
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.8% $2,000,001 - $5,000,000: 0.7% $5,000,001+: Negotiable
$500/hour
Ongoing retainer fee may be charged for monitoring and updating financial plans
Account minimum: $500,000 Minimum fee: $4,500/year minimum fee for Portfolio Management Program Fee-only: Fee-only basis; no commissions accepted
Main office
San Diego CA
Advisors at this office
1
Most active in
California · Ohio
Also doing business as
Norrman, Anders Johan · Spreckels Wealth Management · Spreckels Wealth Management, LLC
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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