A complete list of active advisors currently associated with GRADIENT Wealth Management

Warmer can help you find a great advisor at GRADIENT Wealth Management or one who fits your needs even better.

Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, non‑discretionary asset management, and ERISA 3(21) retirement‑plan advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and business entities. The firm also arranges and monitors third‑party managers and delivers implementation support and ongoing client reviews tied to those manager relationships. The firm emphasizes a non‑discretionary model — its brochure reports approximately $607.9 million of assets under management on a non‑discretionary basis — so advisors recommend securities and obtain client approval before trading. Investment work combines fundamental, technical, and cyclical analysis and often relies on third‑party managers; Gradient discloses that it receives solicitor, revenue‑sharing, or incentive payments from some recommended TPMs and monitors TPM performance on an ongoing basis. What is distinctive is the firm’s combination of activities and ownership ties: Gradient operates as a FINRA‑registered broker‑dealer, maintains insurance‑wholesaling and Medicare distribution affiliates (including Gradient Insurance Brokerage and Ascentium Insurance Solutions), and has detailed revenue‑sharing and incentive arrangements with several TPMs and custodians (for example, a stated split of revenue on certain fixed annuities and credited incentives from custodians). The brochure consistently discloses these relationships and the firm’s mitigation practices, noting client choice and written disclosures where conflicts may arise.

To learn more about the advisors currently working at GRADIENT Wealth Management, 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.