Fee-only adviser · Idaho Falls, ID
Spinnaker Financial Advisors, LLC
Spinnaker Financial Advisors, LLC is a fee-only investment adviser registered with the securities regulators of Idaho, Utah, with its main office in Idaho Falls, Idaho. On its latest Form ADV, filed February 24, 2026, it reports $103M in regulatory assets under management, 102 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Idaho, Utah |
|---|---|
| Firm CRD number | 118885 · SEC file 801-67857 |
| Office | 2922 Cortez Avenue Idaho Falls, ID 83404 |
| Phone | (208) 542-0742 |
| Website | www.spinnakerfinancial.com |
| Regulatory assets under management | $103M |
| Individual clients | 72 non-high-net-worth, 30 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Idaho Falls
- Intermountain Wealth Management, Inc. $90M
- Onyx Financial Advisors, LLC $506M
- Sentinel Wealth Strategies $40M
- Snake River Investment Counsel LLC $78M
- Cooper Norman Wealth, LLC $16M
- Vitality Wealth $9.1M
See all 8 fee-only advisers in Idaho Falls →
Nearby
- Rexburg 1 firm
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