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.

Gajardo Wealth Management LLC provides investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, and employer‑sponsored pension and profit‑sharing plans. The firm operates on a fee‑only basis and offers both ongoing and project‑based planning engagements alongside continuous discretionary portfolio management. The adviser uses modern portfolio theory, blending passive and active strategies, asset allocation models, outside managers, and model portfolios accessed through a third‑party model marketplace to implement client portfolios. Accounts are reviewed on a regular schedule (quarterly for investment accounts) and planning engagements include structured bi‑annual check‑ins to monitor progress and adjust strategies. What distinguishes the firm from many peers is its offering of retirement plan consulting to plan sponsors and its role as an ERISA fiduciary for those engagements, a service line less common among small independent advisers. The firm also emphasizes a formal planning cadence with bi‑annual plan reviews and uses a digital model marketplace for portfolio implementation, while retaining the ability to recommend alternative investments and outside managers when appropriate.

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.

Name	Location	Years of experience
Ben Gajardo	Lehi, UT	4

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