Spinnaker Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on a negotiable hourly fee of $200 per hour.”

Flat or project fee

$10,000

“Services are offered based on flat fee basis with a maximum fee of $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Spinnaker Financial Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Depending on the chosen portfolio strategy, fees are billed either quarterly in arrears or in advance.”
• “If the services to be provided start any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the initial fee period.”
• “If this Agreement is terminated prior to the end of the fee period, the Adviser shall be entitled to a prorated fee based on the number of days during the fee period services were provided.”

How Spinnaker Financial Group, LLC’s fees compare

• Its hourly rate of $200 is below the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Ohio median of $3,250. 87% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Independence that publish a flat or project fee charge less.

About Spinnaker Financial Group, LLC

• Principal: Bryan D. Glancy
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.65% a year

Clients

108

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$59,395,955

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165279

Website

spinnakerfinancialgroup.com (opens in new tab)

Phone

(888) 615-4101

Other planners in Independence that publish fees

• Enza Financial, LLCIndependence$25,000/yr
• Prasad Wealth PartnersIndependence$500⁠-⁠$25,000
• Strategic Wealth Partners, LTD.Independence$500/hr, $3,000
• Tempo WealthIndependence$1,000⁠-⁠$3,000

Compare all 11 planners in Independence