A complete list of active advisors currently associated with Gantt Financial Advisors, LLC

Warmer can help you find a great advisor at Gantt Financial Advisors, LLC or one who fits your needs even better.

The firm provides financial planning and discretionary investment management to individuals, trusts, and small business entities, offering fixed-fee or hourly planning engagements as well as ongoing asset management. It manages roughly $23.3 million in discretionary assets across a modest client base and typically sets an investment management account minimum of $250,000, with the firm retaining discretion to reduce that threshold. The investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and conservative fundamental analysis, with portfolios primarily invested in low-cost mutual funds and exchange-traded funds and a stated avoidance of active stock-picking and market timing. Investment programs are implemented under written investment policies on a discretionary basis and the firm uses a third‑party registered adviser for trade processing and back‑office services without charging clients additional advisory fees. Distinctive aspects include the firm principal’s status as a licensed insurance agent who offers long‑term care and senior supplemental insurance on a limited basis, and the firm’s provision of pension consulting services to employee benefit plans (including IPS development, performance monitoring, and participant education). The firm also uses tools such as AdvicePay for subscription planning billing and relies on an outsourced manager for execution and administration, creating a combination of services that differs from many independent advisers.

To learn more about the advisors currently working at Gantt Financial Advisors, 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.