Gannett Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$88,866,828
Clients
135
Advisors
5
across 5 offices
About
Gannett Wealth Advisors is a fee‑only, SEC‑registered investment adviser serving individuals (including high‑net‑worth clients), charitable organizations, and employer retirement plans. The firm provides ongoing wealth management, project‑based financial planning, retirement plan consulting and management, a subadvisor managed account program, and tax return preparation services.
The firm develops individualized investment policies and asset‑allocation targets, implements discretionary portfolio management with quarterly reviews and an annual service calendar, and blends passive and active strategies. Gannett may use Outside Managers and a Subadvisor program that can employ options and futures, and it incorporates bitcoin review and analysis into comprehensive planning where relevant.
Distinctive features include a multi‑office structure with five offices and 100% ownership by Gannett Trust Company, LLC, an affiliated trust company that can offer separate custody and trustee services — including custody for securities and bitcoin — under separate agreements. The firm also includes tax preparation for wealth management clients who elect that service and offers client programs such as an Inheritance Boot Camp bundled with an Unchained Vault subscription, reflecting an unusual combination of trust‑affiliated custody options and crypto‑related services for a team of this size.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning has a one-time prepaid fee of $4,000
Inheritance Boot Camp includes a one-year subscription to Unchained Vault paid by GWA as part of bundled fee
Minimum fee: Initial fee up to $10,000; recurring fixed fees ranging from $10,000 to $120,000 annually, negotiable Fee-only: Wealth management fees charged as recurring fixed fees and/or negotiable AUM fees; no commissions charged (fee-only firm)
Main office
Middleton ID, United States
Offices (5)
Most active in
California · Colorado · Connecticut · Florida · Idaho · Illinois · Indiana · Kansas · Massachusetts · New Hampshire · North Carolina · Ohio · Oregon · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · Wisconsin
Also doing business as
Gannett Wealth Advisors · Sound Advisory · Sound Advisory LLC · Sound 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:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Alexander K
CFP®
Austin, TX
Gannett Wealth Advisors
Alexander Kochanasz is a CFP® professional with one year of industry experience, currently with Gannett Wealth Advisors in Austin, TX. His prior experience includes six years at CFGI and two years at KPMG. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax preparation services, employing a blend of passive and active investment strategies with discretionary portfolio management and crypto-related planning where relevant.
Vaughn K
CFP®, Series 63, Series 65
Cleve, OH
Gannett Wealth Advisors
Vaughn Kellerman is a CFP® certificant with 10 years of industry experience. He is currently with Gannett Wealth Advisors and has previously worked at Sound Advisory, LLC, HCM Wealth Advisors, Kestra Financial, Inc., and Fidelity Brokerage Services LLC, among others. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm combines passive and active strategies, offers discretionary portfolio management, and provides unique services including trust-affiliated custody and crypto-related planning.
Malcolm W
Series 66
Frisco, TX
Gannett Wealth Advisors
Malcolm Walton is a financial advisor at Gannett Wealth Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm provides wealth management, financial planning, retirement plan consulting, and tax preparation, combining passive and active investment strategies while offering trust-affiliated custody and crypto-related services.
Nick K
Series 65
Portland, OR
Gannett Wealth Advisors
Nick Krautscheid is a financial advisor at Gannett Wealth Advisors in Portland, OR, holding a Series 65 credential with one year of industry experience. He previously worked at Sound Advisory, LLC and Unchained Capital, LLC. Krautscheid has a background that includes roles at Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax return preparation, employing a blend of passive and active investment strategies along with discretionary portfolio management.
Corey T
Series 63, Series 65
Middlebury, VT
Gannett Wealth Advisors
Corey Thacker is a financial advisor at Gannett Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Advisory, LLC, MassMutual Life Insurance Co, MML Investors Services, LLC, Quantum Leap Capital, LLC, and Porter Medical Center. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax preparation services, utilizing a blend of passive and active investment strategies and incorporating trust-affiliated custody options and crypto-related services.
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