Gainspoletti Wealth Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gainspoletti Wealth Planners serves individuals, retirement plans, trusts, estates and small businesses with fee-based investment management, financial planning, and nondiscretionary retirement plan consulting. The firm reports managing approximately $127,000,000 on a discretionary basis as of December 31, 2025 and also provides oversight of significant assets managed by third‑party managers.
The firm’s investment approach emphasizes long‑term, Modern Portfolio Theory–based strategies and commonly delegates day‑to‑day portfolio management to third‑party managers or co‑advisers, including a disclosed co‑advisory arrangement with Matson Money. Gainspoletti monitors TPM performance, maintains client risk profiles, and documents discretionary authority and client restrictions in written agreements.
Notable differences from many peers include an explicit affiliation with an accounting firm, Gainspoletti & Associates, with shared office space and personnel and reciprocal referral arrangements noted as a potential conflict. The brochure also describes the firm providing participant investment education for retirement plans, distributing periodic custom market reports or newsletters that may include investment performance, and publicly disclosing its assets under management.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $1,500 to $5,000; Retirement plan consulting initial fixed fee up to $1,500
$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%
Certain supervised persons may receive commissions from securities and insurance sales in their individual capacities
Financial planning hourly fees generally $100 - $300 per hour
Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly fees from $100 to $300 per hour
Main office
805 W Sunflower Rd
Cleveland MS 38732
Advisors at this office
3
Most active in
Arkansas · Louisiana · Mississippi · North Carolina · Tennessee · Texas
Also doing business as
Gainspoletti Wealth Planners · Gainspoletti Wealth Planners Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gary G
Series 63
Cleveland, MS
Gainspoletti Wealth Planners
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.
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.
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.
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