# Anders Norrman

> Anders Norrman is a fee-only financial advisor at Spreckels in San Diego, California, who holds the CFP and CFA credentials. Anders focuses on small business owners. Spreckels reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anders-norrman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Spreckels
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $89.9M across 59 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Small business owners
- **CRD:** 5620272 (https://adviserinfo.sec.gov/individual/summary/5620272)
- **SEC registration:** Investment adviser representative in CA, OH
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.spreckelswealthmanagement.com

## Frequently asked questions

### Is Anders Norrman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anders holds no broker registration, and Spreckels reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anders charge for financial advice?

Anders's firm, Spreckels, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anders Norrman based?

Anders Norrman is based in San Diego, California.

### What does Anders specialize in?

Anders's specialties include small business owners.

### What credentials does Anders Norrman hold?

Anders Norrman holds the CFP and CFA credentials.

### Is Anders Norrman registered with the SEC?

Yes. Anders Norrman is registered as an investment adviser representative in CA and OH (CRD 5620272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Spreckels manage?

Spreckels reports $89.9M across 59 accounts in assets under management.

### How do I contact Anders Norrman?

Through Anders's website, www.spreckelswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5620272): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://spreckelswealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.