Gartner Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gartner Financial Advisors is a state‑registered, single‑advisor independent firm that provides financial planning and portfolio management to individuals and high‑net‑worth clients. Services include standalone fee‑for‑service financial plans and a combined “Concierge” offering that integrates ongoing planning with discretionary and non‑discretionary portfolio management.
The firm constructs individualized asset allocations using Modern Portfolio Theory and emphasizes principles of value, safety, quality and risk control, with portfolios comprised of mutual funds, ETFs, bonds, equities and other marketable securities. Portfolios are tailored around client objectives, tax efficiency and concentrated position management, and the adviser rebalances at least annually and meets clients semi‑annually or as needed.
Compared with many peers, the firm operates with a very small, concentrated client roster — the brochure discloses seven clients and approximately $18.5 million in discretionary assets — and has no wrap program, no performance‑based fees and no soft‑dollar arrangements. Operational details that distinguish the firm include a preferred custodian relationship, use of standing letters of instruction for certain transfers and disclosure of no disciplinary history or other industry affiliations.
Client services
Expertise
Demographic focus
Fee options
$100,000 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% Above $3,000,000+: 0.25%
Account minimum: $100,000 Minimum fee: Minimum fee is $900 per quarter ($3,600 annually) for Concierge portfolio management service Fee-only: Financial planning fixed fees ranging from $900 for consultation to $2,750 - $6,000 for complex plans; fees are negotiable
Main office
Loveland OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Gartner Financial Advisors · Gartner, Neil
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
Forms ADV
Quick links
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