A complete list of active advisors currently associated with Gainspoletti Wealth Planners

Warmer can help you find a great advisor at Gainspoletti Wealth Planners or one who fits your needs even better.

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.

To learn more about the advisors currently working at Gainspoletti Wealth Planners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.