Spearhead Advisors

Spearhead Advisors at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 3 advisors are listed here.
• Its Form ADV reports 3 employees and 45 individual clients, 14 of them high net worth.
• Its average account is about $329,000 (assets it manages divided by its 109 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Spearhead Advisors fees

Spearhead Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• David Dardashti

• Nicholas Pardini

• Samantha Dalby

Other fee-only firms in Newport Beach

• Spectrum Asset Management
• Tate Capital Group
• Tidecrest Wealth Management
• Treussard Capital Management
• Triad Investment Management
• Twenty-Five Capital Partners
• Westshore Wealth
• Windfall Advisors

Fee-only advisors in California