Spinnaker Investment Group, LLC fees and pricing
Financial planner in Newport Beach, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 2, 2026, Spinnaker Investment Group, LLC charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Spinnaker will charge a one-time fee of a maximum of $1,500 for setting up the service with Wealth.com.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spinnaker Investment Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable, but generally range from $1,500 to $6,000, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- “The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Spinnaker Investment Group on the last day of the previous billing period.”
How Spinnaker Investment Group, LLC’s fees compare
- Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 21 other planners in Newport Beach that publish a flat or project fee charge less.
About Spinnaker Investment Group, LLC
“Spinnaker Investment Group, LLC (“Spinnaker Investment Group,” “Firm,” “we,” “us,” or “our”) offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Principal: Morgan Christen
- Firm size: 11 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 902
- Employees
- 11
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,072,851,920
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283414
- Phone
- (949) 396-6700
Can advise clients in 21 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Louisiana, Massachusetts, North Carolina, Nebraska, New Hampshire, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington
Other planners in Newport Beach that publish fees
- Banta Asset Management LPNewport Beach$350/hr
- Bridge Capital Consulting, LLCNewport Beach$250/hr, $250-$12,000
- Campbell Advisory Services, LLCNewport Beach$150-$300/hr, $1,500-$5,000
- Centriplan, LLCNewport Beach$250-$300/hr, $1,000-$5,000
- Crystal Cove Asset ManagementNewport Beach$1,500-$10,000
- Hall Financial WellnessNewport Beach$500-$5,000, $1,500-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.