Roger Stinnett is a CFP, PFS-designated registered investment advisor at First Foundation Advisors, based in Irvine, CA, with 13 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,377 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at Registrant's discretion. The firm also has separate fee schedules for Fixed Income Accounts and Fixed Income Short Duration Accounts.
Fee Estimator
Location
18101 Von Karman Avenue, Suite 700, Irvine, CA, 92612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Roger is the managing member and chief compliance officer of Stinnett Wealth Planning, LLC, providing financial planning advice. He dedicates minimal time to this business and will not accept clients or earn fees while employed by First Foundation Advisors.
Employment History
Current Registrations
First Foundation Advisors
Previous Registrations
Stinnett Wealth Planning, LLC
First Foundation Advisors
Westmount Asset Management, LLC
Ernst & Young Investment Advisers LLP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.