Gordian Advisors, LLC

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Client assets under management

$260,425,122

Clients

103

69% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,528,399

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

Financial planning Portfolio management

Expertise

General retirement planning Wealth management

Fee options

Fixed

Flat fees for comprehensive financial plans and project work, details negotiated with client

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $3,000,000: 0.60%

Project-based

$200 per hour

Other

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 location

Gordian Advisors, LLC

2200 E. River Rd., Ste. 109

Tucson AZ 85718-6516, United States

Number of offices

Most active in

Arizona · New Hampshire

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 520-615-2779

Advisors at this firm

Denis S

CFP®, Series 63

Tucson, AZ

Gordian Advisors, LLC

Denis Smirnov is a CFP® with 13 years of industry experience and has been with Gordian Advisors, LLC in Tucson, AZ since 2013. He holds the Series 63 designation and 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 primarily through no-load mutual funds and ETFs, with fiduciary duties and practices that differ from many peers.

General retirement planning Wealth management

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.

General retirement planning Wealth management

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.

General retirement planning Wealth management

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