Knoxville, TN Schaeffer Rd Office
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Gradient Advisors, LLC
Multi-team
Firm-wide stats for Gradient Advisors, LLC
About
Gradient Advisors, LLC provides investment management, financial planning, and consulting to a mix of individuals, retirement plans, trusts, estates, charitable organizations, corporations and other business entities. The firm delivers these services through a network of Investment Advisor Representatives and reports roughly $289 million in regulatory assets under management alongside about $1.10 billion in assets under administration, for total platform assets of approximately $1.39 billion.
Gradient works with clients primarily through third‑party money managers and IARs who act as liaisons, offering advice and implementation support while often leaving trade execution and continuous management to the TPMMs. The brochure describes a largely non‑discretionary operating model—clients must approve transactions—and documents client objectives and risk tolerance using tools such as the Color of Money Risk Analysis, while employing fundamental, technical and cyclical analysis in portfolio work.
Notable distinctions include a suite of affiliated relationships and revenue‑sharing or incentive arrangements (for example, with Gradient Investments, Orion Portfolio Solutions, and SEI) and the firm’s role as a referral and administrative platform, which results in a substantially larger AUA relative to assets GA directly manages. The firm also does not custody client assets, discloses that it does not vote proxies on client securities, and highlights potential conflicts from referral and incentive programs in its disclosure documents.
Based on Gradient Advisors, LLC
Location
1606 Schaeffer Rd, Suite #100
Knoxville TN 37932
Advisors at this office
2
Advisors at this office
Michael F
Series 65
Knoxville, TN
Gradient Advisors, LLC
Michael Fritts is a financial advisor with Gradient Advisors, LLC in Knoxville, TN, holding a Series 65 designation and nine years of industry experience. He has previously worked at Brookstone Capital Management LLC and operated his own firm, Fritts Financial. Fritts is also owner and Investment Advisor Representative of Goals Based Financial Planners, where he provides financial planning and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach supported by tools such as the Color of Money Risk Analysis.
Charles J
Series 65
Knoxville, TN
Gradient Advisors, LLC
Charles Jones is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Goals Based Financial Planners, Regions Bank, SunTrust Bank, and NovaCopy. Jones is also involved with Goals Based Financial Planners, LLC, where he provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and a range of analytical tools to support client portfolios.
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