A complete list of active advisors currently associated with Spreckels Wealth Management

Warmer can help you find a great advisor at Spreckels Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Spreckels Wealth Management, 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
Anders Norrman	San Diego, CA	10

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