Updated October 20, 2023
Avatar

Gradient Advisors

Investment Advisor Firm
Total assets under management$177M
Years in business19+

About Gradient Advisors

Gradient Advisors is an SEC-registered investment advisor and a key member of the Gradient Financial Group family of companies. Founded on a fundamental principle of fiduciary responsibility, Gradient Advisors places clients' interests at the forefront of their operations. They work closely with clients to develop tailored investment strategies that align with individual objectives. These principles are the bedrock of their unwavering commitment to client satisfaction.

As part of the Gradient Financial Group network, Gradient Advisors has access to proprietary tools and technology to assess and address unique financial goals effectively. 

One notable aspect of their approach is their diverse platform of professional money managers, each with a proven track record. This approach provides clients access to a wide range of investment portfolios spanning various risk profiles and investment vehicles. Additionally, they offer a Portfolio Analysis Review process in partnership with Gradient Investments, delivering comprehensive insights into clients' current investment portfolios.

Gradient Advisors' commitment to delivering exceptional service and tailored investment solutions makes them a trusted choice for individuals seeking sound financial advice and strategies.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Risk Assessment
  3. Asset Allocation
  4. Income Planning
  5. Legacy Planning
  6. Money Management
  7. Portfolio Analysis
  8. Investment Strategies

More about Gradient Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
152665137

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Gradient Advisors.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Gradient Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ