George Spinelli is a CFP-designated registered investment advisor at Spinelli Financial Advisors, INC, based in Warren, NJ, with 19 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 36 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable for clients with at least $5,000,000 under management. Compensation charged for total account value below the minimum described in Item 7, will be based on the higher of hourly rates or percentage of assets under management.
Fee Estimator
Location
Warren, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George owns a certified public accounting firm since 1986. He spends about half his time managing and performing work for the firm.
Employment History
Current Registrations
Spinelli Financial Advisors, INC
State Registrations1 state
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