Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Marc T

ChFC®

Lecanto, FL

Gradient Advisors, LLC

Marc Thompson is a Chartered Financial Consultant (ChFC®) with two years of experience at Gradient Advisors, LLC and over a decade of prior experience at ASB Financial. He is also the owner of Eagle Retirement Strategies, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates mainly through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Retirement income strategy General tax planning
user avatar
firm logo

Mark A

Series 65

Lecanto, FL

Gradient Advisors, LLC

Mark Augustsson is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Transparent Wealth Management, Aegis Wealth Management, and ASB Financial, where he has been involved since 2016. Outside of his advisory work, Augustsson owns and operates Eagle Retirement Strategies, a financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm works primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary operating model that incorporates fundamental, technical, and cyclical portfolio analysis.

Retirement income strategy General tax planning
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)