# Spinelli Financial Advisors, Inc

> Spinelli Financial Advisors, Inc is a state-registered investment advisory firm in Warren, NJ, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 3, 2024.

- CRD: 128833
- Filed as: SPINELLI FINANCIAL ADVISORS, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Warren, NJ
- Filing period: October 2026
- Form ADV filing dated: May 3, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128833
- AdvisorCensus page: https://advisorcensus.com/firm/spinelli-financial-advisors-inc-warren-nj-128833

## Quick answers

**How is Spinelli Financial Advisors, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Spinelli Financial Advisors, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Spinelli Financial Advisors, Inc located?**
Spinelli Financial Advisors, Inc's principal office is in Warren, NJ, according to its Form ADV.

**Is Spinelli Financial Advisors, Inc registered with the SEC or a state?**
Spinelli Financial Advisors, Inc is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 128833.

**How much does Spinelli Financial Advisors, Inc manage?**
Spinelli Financial Advisors, Inc reports $31,000,000 in regulatory assets under management in its Form ADV filing dated May 3, 2024 (100% discretionary).

**What types of clients does Spinelli Financial Advisors, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36).

**Does Spinelli Financial Advisors, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128833

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $31,000,000
- Discretionary: $31,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 36 | $31,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1998 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- spinfa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Spinelli Financial Advisors, Inc (CRD 128833): Form ADV filing data as of October 2026.