A complete list of active advisors currently associated with Gustafson Financial Solutions

Warmer can help you find a great advisor at Gustafson Financial Solutions or one who fits your needs even better.

Gustafson Financial Solutions serves individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations, offering fee‑only financial planning and tax services. The firm’s services include portfolio analysis and asset allocation, retirement and estate planning, tax planning and preparation, risk reviews coordinated with insurance professionals, and other personal financial planning matters. The firm’s investment work relies on quantitative screening of a database of roughly 10,000 mutual funds and ETFs and emphasizes asset allocation, diversification, and low‑expense, no‑load funds and ETFs. Gustafson Financial Solutions does not accept custody or investment discretion for client accounts, and clients may choose their broker or self‑direct transactions while the firm provides analysis and recommendations. Noteworthy aspects compared with many independent peers are the firm’s substantive tax‑preparation practice (the advisor is an Enrolled Agent and prepares client tax returns) and the disclosure that only about one quarter of the advisor’s time is spent on investment advice, indicating a business model weighted toward tax and broader planning. The firm also does not use percentage‑of‑assets fees, instead structuring compensation through retainers, limited flat‑fee engagements and hourly arrangements, which is less common among independent RIAs.

To learn more about the advisors currently working at Gustafson Financial Solutions, 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.