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Some Concerns

VORPAHL WING ADVISORS, INC.

421 W. RIVERSIDE, SPOKANE, WA 99201
Fiduciaryfee-onlySEC Registered
509-747-1749 HTTPS://WWW.VORPAHLWING.COM CRD #47548
$124M
Assets Managed
4
Clients
5
Employees
1
Years Active
since 2025

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46154. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: Yes

This firm can sell insurance products (annuities, life insurance). This creates an incentive to recommend these products even when alternatives may be more appropriate.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46154

4 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 4

Complaint ratio: 100.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameVORPAHL WING ADVISORS, INC.
CRD Number#47548
SEC RegisteredYes
Registration Date2025-02-18
States RegisteredWA
Assets Under Management$124M
Number of Clients4
Employees5
Compensation Typefee-only
Last ADV Filing46154

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Frequently Asked Questions

Is VORPAHL WING ADVISORS, INC. a fiduciary?

Yes. VORPAHL WING ADVISORS, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does VORPAHL WING ADVISORS, INC. charge clients?

VORPAHL WING ADVISORS, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does VORPAHL WING ADVISORS, INC. have any complaints?

Yes. VORPAHL WING ADVISORS, INC. has 4 complaint(s) on record. Their complaint ratio is 100.00 per 100 clients (industry average: ~0.15).

How does VORPAHL WING ADVISORS, INC. compare to other advisors in SPOKANE?

VORPAHL WING ADVISORS, INC. has a Red Flag Score of 67/100. There are 22 registered advisory firms in SPOKANE. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46154. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.