user avatar

Jon Anthony Hoyle

Advisor at Gradient Advisors, Llc — Kings Mountain, NC

Updated today

Credentials

Series 63, Series 65

Experience

14 years

Location

Kings Mountain, NC

Gradient Advisors, Llc logo

Gradient Advisors, Llc

Multi-team

Total advisors

182

Across 154 offices

Clients per advisor

12 Very Low

Avg AUM per client

$134,534 Very Low

HNW client ratio

2% Very Low

About

Jon Hoyle is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and VOYA Financial Advisors. He has also operated as an independent Medicare agent and managed his own financial services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analysis.

Client services

Based on Gradient Advisors, Llc

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Gradient Advisors, Llc

Retirement income strategy General tax planning

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Other

Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).

Location

See office

Kings Mountain, NC

Kings Mountain NC

Advisors at this office

1

Most active in

North Carolina · South Carolina

Work history

14 years of industry experience

Gradient Advisors, LLC

2026 - Present • 1 year

Arden Hills, MN

Zero Day Capital Enterprises LLC

2025 - 2025 • 1 year

West Point, NY

Independent Medicare Agent

2025 - Present • 1 year

Kings Mountain, NC

Sole Proprietor

2022 - 2026 • 4 years

Kings Mountain, NC

IP Financial Advisory Services LLC

2022 - 2025 • 3 years

Charlotte, NC

Innovation Partners LLC

2022 - 2025 • 3 years

Charlotte, NC

Chandler Hahn Insurance Agency

2022 - 2022 • 1 year

Belmont, NC

State Farm VP Management Corp

2022 - 2022 • 1 year

Belmont, NC

Cambridge Investment Research Advisors Inc.

2020 - 2021 • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2020 - 2021 • 1 year

Fairfield, IA

Securities America, Inc.

2018 - 2020 • 2 years

Gastonia, NC

OneAmerica Securities

2017 - 2018 • 1 year

Charlotte, NC

American United Life

2017 - 2018 • 1 year

Charlotte, NC

VOYA Financial Advisors, Inc.

2015 - 2017 • 2 years

Gastonia, NC

Jon Hoyle Financial Services

2012 - 2017 • 5 years

Gastonia, NC

Disclosures

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

Business activities & affiliations

user avatar

Ryan H

Series 63, Series 65

Gastonia, NC

Hammond Wealth Partners

Ryan Hammond is a financial advisor at Hammond Wealth Partners with one year of industry experience. He has held positions at Amplified Planning, The Vanguard Group, and Wells Fargo. Hammond Wealth Partners is a fee-only fiduciary firm providing discretionary investment management and financial planning mainly to individuals, families, and high-net-worth clients. The firm offers customized portfolios combining strategic asset allocation, tax-efficient management, and active tactical approaches based on multiple analysis methods, with clients able to impose reasonable investment restrictions.

General retirement planning Income planning General tax planning Tax-loss harvesting Cash flow / budgeting
user avatar

Steven M

CFP®, Series 63, Series 65

Clover, SC

Mullooly Wealth Planning LLC

Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.

General retirement planning

Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based
user avatar

Jackson W

Series 65

Shelby, NC

Mauney-Pitt Financial Management, Inc.

Jackson Wilson is a financial advisor at Mauney-Pitt Financial Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Jenkins Foods and attended The University of Tennessee, Knoxville. Mauney-Pitt Financial Management provides discretionary wealth management, comprehensive financial planning, and 3(38) retirement plan advisory services for individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, utilizing low-cost mutual funds and ETFs, and offers fiduciary services with ongoing oversight for plan sponsors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Bre Ann W

Series 65

Shelby, NC

Gragg Financial

Bre Ann Weaver is a financial advisor at Gragg Financial with a Series 65 designation and has been in the industry since 2024. Prior to joining Gragg Financial, she worked at Truist Bank for 11 years. Gragg Financial provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven investment philosophy focused on undervalued companies with strong fundamentals and offers both discretionary and non-discretionary portfolio management alongside tax and accounting services.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
user avatar

Cory S

CFP®, Series 66

Cramerton, NC

WealthPoint Advisors

Cory Shuford is a CFP® professional with 13 years of industry experience. He is currently with WealthPoint Advisors and has previously worked at Dempsey Lord Smith, LLC and Kalos Management. WealthPoint Financial, LLC provides discretionary investment management and financial planning services primarily to non-high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and tactical asset allocation strategies, managing portfolios on a discretionary basis with continuous monitoring and at least annual formal reviews.

Private / alternative investments Options & derivatives strategies Concentrated stock management Trust structures (GRAT, IDGT, revocable) Charitable giving & philanthropy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")