Gunn Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gunn Financial Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high net worth individuals, trusts, and qualified retirement plans. The firm also offers ERISA-plan services for 401(k), 403(b), pension, cash balance and profit-sharing plans, supporting plan sponsors with investment advice, IPS development, monitoring, and participant education.
Investment programs are tailored to each client’s goals, time horizon and risk tolerance and may employ fundamental and technical analysis, charting and modern portfolio theory across mutual funds, ETFs, fixed income and options strategies. Accounts are reviewed at least quarterly and the firm requires custody at a major custodian, with the choice of discretionary or non-discretionary authority reflected in each client agreement.
Noteworthy for a firm in the investment-manager category, it combines pension consulting—acting as a limited-scope ERISA 3(21) fiduciary—with a client base that includes high net worth individuals, an uncommon mix among peers. The firm discloses outside business activities by its principal, including licensed insurance sales (with commission-based compensation) and ownership of rental real estate entities, and notes procedures and disclosures intended to address those conflicts.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fee is $2,500 (negotiable).
1.50% annually
Investment Advisor Representatives receive commissions for sales of insurance products as licensed insurance agents.
Main office
310 10th Ave North
Safety Harbor FL 34695
Advisors at this office
1
Most active in
Florida
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
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