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Gary Michael Gainspoletti

Advisor at Gainspoletti Wealth Planners — Cleveland, MS

Updated today

Credentials

Series 63

Experience

30 years

Location

Cleveland, MS 38732

Gainspoletti Wealth Planners logo

Gainspoletti Wealth Planners

Supported

Total advisors

3

Clients per advisor

83 High

Avg AUM per client

$450,400 Low

HNW client ratio

18% Low

About

Gary Gainspoletti is a financial advisor with Gainspoletti Wealth Planners in Cleveland, MS, holding a Series 63 designation and 29 years of industry experience. He has worked at Raymond James Financial Services Advisors and operates Gainspoletti and Associates, CPA, LLC, a public accounting and tax planning firm. Gainspoletti serves as an Alderman at Large for the City of Cleveland, Mississippi, an elected position with policy-making responsibilities. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and Efficient Market Hypothesis, utilizing strategic asset allocations and third-party model managers, along with customized client reporting and participant education services.

Client services

Based on Gainspoletti Wealth Planners

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Gainspoletti Wealth Planners

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy

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Fee options

Fixed

Financial planning fixed fees ranging from $1,500 to $5,000; Retirement plan consulting initial fixed fee up to $1,500

Percentage

$0 - $100,000: 2.00% $100,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: 0.85%

Commissions

Certain supervised persons may receive commissions from securities and insurance sales in their individual capacities

Project-based

Financial planning hourly fees generally $100 - $300 per hour

Other

Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly fees from $100 to $300 per hour

Location

Cleveland, MS

805 W Sunflower Rd

Cleveland MS 38732

Advisors at this office

3

Most active in

Louisiana · Mississippi · Texas

Work history

30 years of industry experience

Gainspoletti Wealth Planners

2025 - Present • 1 year

Cleveland, MS

Private Client Services

2025 - Present • 1 year

Cleveland, MS

Gainspoletti and Associates, CPA, LLC

2016 - Present • 10 years

Cleveland, MS

Odum Place, LLC

2016 - Present • 10 years

Cleveland, MS

Raymond James Financial Services Advisors INC.

2016 - 2025 • 9 years

Cleveland, MS

Gainspoletti Financial Services, LLC

2016 - 2025 • 9 years

Cleveland, MS

Raymond James financial Services

2016 - 2025 • 9 years

Cleveland, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James G

CFP®, Series 63, Series 66

Cleveland, MS

Gainspoletti Wealth Planners

James Gainspoletti is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Gainspoletti Wealth Planners. His prior roles include positions at Raymond James Financial Services and Gainspoletti & Associates. He is also a CPA providing tax and accounting services outside of his advisory work. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and other financial principles, utilizing strategic asset allocations and third-party model managers, with a focus on tailored client service and periodic performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Brandyn S

CFP®, Series 63, Series 66

Cleveland, MS

Gainspoletti Wealth Planners

Brandyn Skeen is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Gainspoletti Wealth Planners, where he has worked since 2025, and has prior experience at Raymond James Financial Services. In addition to his advisory role, he is also employed by Gainspoletti & Associates, an affiliated accounting firm. Gainspoletti Wealth Planners provides fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, and small businesses. The firm manages approximately $127 million in discretionary assets and emphasizes long-term, Modern Portfolio Theory–based strategies, frequently delegating portfolio management to third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Peyton C

Series 66

Cleveland, MS

LPL Financial

Peyton Chambers is a financial advisor with LPL Financial who holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2024, Chambers worked at Securities America Advisors, Inc., Investacorp Inc., and also has experience in education at Delta State University and Mississippi Delta Community College. Outside of advising, Chambers previously owned and operated C&C Lawn Care LLC for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies including machine learning.

College savings (529s, UTMA, etc.)
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Dena W

Series 63, Series 65

Cleveland, MS

Raymond James Financial

Dena Weeks is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 credentials. She has 14 years of industry experience and has been with Raymond James since 2015. Outside of advising, she is an associate at Barfield Salley and Associates, PLLC, where she prepares tax returns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers customized, primarily non-discretionary advisory solutions and has specialized programs for small businesses, supported by a broad institutional network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Michelle B

Series 63, Series 65

Cleveland, MS

LPL Financial

Michelle Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior work includes roles at Securities America Advisors, Inc. and Investacorp. Bailey is also involved with Jackson, Braswell, Mullins & Bailey, PA, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and a suite of investment strategies.

College savings (529s, UTMA, etc.)
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Henry N

Series 63, Series 66

Cleveland, MS

Edward Jones

Henry Nohsey Jr. is a financial advisor with Edward Jones in Cleveland, MS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he is involved in thoroughbred racehorse ownership and operates a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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