Gordian Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gordian Advisors serves individuals, high-net-worth clients, trusts and pooled retirement plans, providing portfolio management, comprehensive financial planning and retirement-plan consulting. The firm operates on a fee-only basis and offers both discretionary and non-discretionary advisory services.
The investment approach emphasizes diversified asset allocation implemented primarily through no-load mutual funds and exchange-traded funds, with individual fixed-income securities used in larger accounts and options limited to hedging rather than speculation. Advisors act as fiduciaries and incorporate clients’ outside, non-managed assets into planning analyses while leaving management of those assets to the client.
A distinctive feature is a compact three-advisor team that manages several hundred million in client assets and brings combined experience in institutional asset management, equity research and trading, tax and estate practice, and compliance, with each primary advisor holding the CFP designation. Operationally the firm typically asks clients to select their own custodian (while recommending a primary custodian for convenience), does not aggregate trades across households, and leaves proxy voting to clients, practices that differ from many peers.
Client services
Expertise
Fee options
Flat fees for comprehensive financial plans and project work, details negotiated with client
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $3,000,000: 0.60%
$200 per hour
Account minimum: $800,000 Minimum fee: $10,000 per year ($2,500 per quarter), negotiable Fee-only: Fee-only basis, compensated solely for advice with no commissions
Main office
2200 E. River Rd., Ste. 109
Tucson AZ 85718-6516
Advisors at this office
3
Most active in
Arizona · New Hampshire
Also doing business as
Gordian Advisors · Gordian Advisors, 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 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.
Quick links
Advisors at this firm
Denis S
CFP®, Series 63
Tucson, AZ
Gordian Advisors, LLC
Denis Smirnov is a CFP®-certified financial advisor at Gordian Advisors, LLC with 14 years of industry experience. He has worked at Gordian Advisors since 2013 and previously spent a year at Raymond James Financial. Based in Tucson, AZ, he is part of a three-advisor team at Gordian Advisors. Gordian Advisors serves individuals, high-net-worth clients, trusts, and pooled retirement plans, providing portfolio management, comprehensive financial planning, and retirement-plan consulting on a fee-only basis. The firm emphasizes diversified asset allocation using primarily no-load mutual funds and ETFs, and operates with a fiduciary standard.
David H
CFP®, Series 63, Series 65, Series 66
Tucson, AZ
Gordian Advisors, LLC
David Hamra is a CFP® with 15 years of industry experience and has been with Gordian Advisors, LLC since 2002. He holds Series 63, 65, and 66 licenses and is based in Tucson, AZ. Gordian Advisors serves individuals, high-net-worth clients, trusts, and pooled retirement plans, offering portfolio management, comprehensive financial planning, and retirement-plan consulting on a fee-only basis. The firm emphasizes diversified asset allocation using primarily no-load mutual funds and ETFs, with a small, three-advisor team managing several hundred million in client assets.
Jeffrey M
CFP®, Series 65
Tucson, AZ
Gordian Advisors, LLC
Jeffrey Matchett Robles is a CFP®-designated financial advisor with five years of industry experience. He has been with Gordian Advisors, LLC since 2020 and previously worked at Waterfall Economidis et al and Clifton Larson Allen. Gordian Advisors serves individuals, high-net-worth clients, trusts, and pooled retirement plans, offering portfolio management, comprehensive financial planning, and retirement-plan consulting on a fee-only basis. The firm emphasizes diversified asset allocation using no-load mutual funds and ETFs, managing several hundred million in client assets through a three-advisor team, each holding the CFP designation.
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