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Gannett Wealth Advisors

Updated today

Client assets under management

$88,866,828

Clients

135

93% high-net-worth

Advisors

6

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

23

Very Low

Average account size

$658,273

About

Gannett Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and businesses, providing wealth management, financial planning, retirement-plan consulting, and tax preparation. The firm operates as a fee-only registered investment adviser and provides ongoing account supervision and implementation of customized financial plans.

Investment advice is delivered around asset-allocation principles and a blend of passive and active strategies, with discretionary portfolio management available and an overlay management program that can use options and futures. Clients receive regular reviews and an annual service calendar addressing investment, tax, estate, retirement, and bitcoin-related planning and analysis.

Compared with peers, Gannett is unusual for operating roughly 15 offices while managing about $90 million in client assets with a six-advisor team, a multi-office footprint that is uncommon for firms of this size. The firm is wholly owned by Gannett Trust Company, LLC, and may recommend affiliated trust and custody services — including custody for bitcoin — under separate agreements with independent custody verification, and it includes tax-preparation services within its wealth-management engagements.

Client services

Financial planning Portfolio management Selection of other advisers Tax preparation

Expertise

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Initial fee up to $10,000 for comprehensive financial plan; may be reduced or waived at advisor's discretion.

Other

Minimum fee: Recurring fixed fee ranging from $10,000 to $120,000 annually, negotiable and based on client needs and complexity. Fee-only: Fee-only firm; compensation solely from client fees, no commissions.

Main office location

Gannett Wealth Advisors

Middleton ID, United States

Number of offices

15

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexander K

CFP®

Austin, TX

Gannett Wealth Advisors

Alexander Kochanasz is a CFP® professional at Gannett Wealth Advisors in Austin, TX, with experience spanning roles at Sound Advisory LLC, CFGI, and KPMG. He has been in the financial industry since 2017. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach incorporates modern portfolio theory with a focus on asset allocation, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Vaughn K

CFP®, Series 63, Series 65

Cleve, OH

Gannett Wealth Advisors

Vaughn Kellerman is a CFP® with nine years of industry experience, currently serving as an advisor at Gannett Wealth Advisors. His prior roles include positions at Sound Advisory, LLC, HCM Wealth Advisors, and Fidelity Brokerage Services LLC, among others. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory, focusing on asset allocation across active and passive vehicles, with discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Jessy G

CFP®, Series 66

Middleton, ID

Gannett Wealth Advisors

Jessy Gilger is a CFP® with 10 years of experience in the financial advisory industry. She is currently with Gannett Wealth Advisors and has previously worked at firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, and it offers integrated financial planning and tax return preparation services.

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Malcolm W

Series 66

Frisco, TX

Gannett Wealth Advisors

Malcolm Walton is a financial advisor at Gannett Wealth Advisors with six 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 provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

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 designation with one year of industry experience. His prior roles include positions at Sound Advisory, LLC and Unchained Capital, LLC, as well as involvement with Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm employs a modern portfolio theory-based investment approach emphasizing asset allocation, mutual fund and ETF analysis, and long-term holdings, while also offering integrated financial planning and tax preparation services.

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting Founder/Business Owner Executive
user avatar

Corey T

Series 63, Series 65

Middlebury, VT

Gannett Wealth Advisors

Corey Thacker is an advisor at Gannett Wealth Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sound Advisory, LLC, MassMutual Life Insurance Co, Mass Mutual Investors Services, and Quantum Leap Capital, LLC. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation across active and passive vehicles, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.

Charitable giving tax strategies Business sale tax planning Cash flow / budgeting Founder/Business Owner Executive
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