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Frequently Asked Questions

Answers to your Financial Questions

Can I just have a Wealth Plan without using your Financial Management Services?

Yes, Financial Associates of Spinnaker Wealth Management will gladly assist you in developing a Wealth Plan.

I already have a Financial Plan - will you review it or update it, or do I need to get an entirely new Financial Plan?

Spinnaker Wealth Management will gladly utilize or review your existing plan.

I have friends and relatives in other states - can Spinnaker Wealth Management help them?

Spinnaker Wealth Management Financial Associates are licensed in a number of states, including CA, ID, OR, TX, and WI.

How often will you meet with me?

Spinnaker Wealth Management meets with clients at least quarterly.

How much do you charge for your Financial Planning Services?

Our services are priced competitively and are tailored to your circumstances and requests - our fees therefore vary accordingly.

Dale Kephart is a registered principal with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a Registered Investment Advisor.

© 2005 Spinnaker Wealth Management