Anders Norrman
Spreckels · San Diego, California
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.
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Specialties
Facts
| Firm | Spreckels |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $89.9M across 59 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, OH · CRD 5620272 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.spreckelswealthmanagement.com |
How Anders's firm compares
- Spreckels's average account is about $1.5 million, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Anders
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Other advisors in California who focus on small business owners
Where this information comes from
- SEC adviser records : 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
- Spreckels website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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