A complete list of active advisors currently associated with Gajardo Wealth Management LLC

Warmer can help you find a great advisor at Gajardo Wealth Management LLC or one who fits your needs even better.

The firm provides investment management, comprehensive and project-based financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients) as well as employer plan sponsors and profit‑sharing plans. It operates as a fee‑only adviser and implements advisory relationships through percentage‑of‑assets fees for investment management alongside fixed monthly planning engagements. The firm’s investment approach emphasizes asset allocation informed by Modern Portfolio Theory, combining passive and active strategies and, when appropriate, employing outside managers or subscribing to model portfolios through the Altruist Model Marketplace to implement client accounts. Clients generally grant the firm discretionary trading authority and participate in an annual planning calendar with bi‑annual reviews and ongoing monitoring to update plans and assess progress. A distinctive aspect of the firm is its retirement plan consulting practice for employer plan sponsors — including investment policy development, fee analysis, participant education, and vendor searches — where it provides ongoing advisory services and serves in an ERISA fiduciary capacity, a service less commonly offered by peers. The firm also integrates employee‑benefits optimization and business‑planning advice within its individual planning engagements and relies on a small client base and third‑party implementation tools to tailor solutions.

To learn more about the advisors currently working at Gajardo Wealth Management LLC, 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.