The Gardner Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$125,203,561
Clients
133
Advisors
1
of 1 employees
About
The Gardner Group provides discretionary investment supervisory services and financial planning to individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations. It also offers consulting engagements billed hourly and delivers written financial plans addressing assets, tax, insurance, estate and retirement considerations.
The firm uses a diversified, model-driven approach that combines asset-allocation frameworks, due diligence on managers, and security analysis techniques (including fundamental analysis and charting) across a wide universe of instruments from equities and fixed income to derivatives and private placements. Accounts are monitored continuously with general account reviews conducted weekly, custodial statements provided monthly, and client meetings typically held at least annually to review objectives and changes.
Distinctive aspects of the firm include its explicit service to charitable organizations and its principal’s role as a licensed insurance agent who may offer life, long‑term care and disability insurance for commission—an identified conflict the firm discloses and addresses. The Gardner Group recently recorded a material change to register with the SEC and reports approximately $125 million in assets under management across its client base.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $10,000, negotiable based on plan complexity
Up to 2%, negotiable and charged on an incremental basis
$150 to $350 per hour for consulting services
Account minimum: $500,000 Fee-only: Firm is a fee-only investment adviser, does not receive commissions or other compensation from product sales.
Main office
5656 N. Central Expy, Suite 500
Dallas TX 75206
Advisors at this office
1
Most active in
Texas
Also doing business as
Gardner Asset Management LLC · Gregory D. Gardner, Cfp · The Gardner Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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