Alan Campbell
Spinnaker Financial Advisors, LLC · Idaho Falls, Idaho
Alan Campbell is a fee-only financial advisor at Spinnaker Financial Advisors, LLC in Idaho Falls, Idaho, who holds the CFP, MBA and MS credentials. Spinnaker Financial Advisors, LLC reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Spinnaker Financial Advisors, LLC |
|---|---|
| Based in | Idaho Falls, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $102.6M across 297 accounts |
| Credentials | CFP · MBA · MS |
| SEC registration | Investment adviser representative in ID, TX, UT · CRD 5128930 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Alan's firm compares
- Spinnaker Financial Advisors, LLC's average account is about $345,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Alan
Is Alan Campbell a fee-only financial advisor?
Yes. Alan Campbell is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alan's firm.
How does Alan charge for financial advice?
Alan's firm, Spinnaker Financial Advisors, LLC, reports charging a percentage of assets on its SEC Form ADV.
Where is Alan Campbell based?
Alan Campbell is based in Idaho Falls, Idaho.
What credentials does Alan Campbell hold?
Alan Campbell holds the CFP, MBA and MS credentials.
Is Alan Campbell registered with the SEC?
Yes. Alan Campbell is registered as an investment adviser representative in ID, TX and UT (CRD 5128930), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Spinnaker Financial Advisors, LLC manage?
Spinnaker Financial Advisors, LLC reports $102.6M across 297 accounts in assets under management.
How do I contact Alan Campbell?
Contact details aren't on file yet. Search for Spinnaker Financial Advisors, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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