Advisor at Gradient Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gradient Advisors, LLC
Location
Mesquite, NV 89027
Credentials
Series 65
Industry experience
< 1 year
Andrew Bird is a Series 65-licensed advisor at Gradient Advisors, LLC with experience dating back to 2014. He previously worked at Shelter Insurance and has been involved with Financial Concepts Retirement Planning LLC since 2016. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.
Based on Gradient Advisors, LLC
Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).
355 W. Mesquite Blvd, Ste C 80
Mesquite, NV 89027
Nevada
Gradient Advisors, LLC
2025 - Present (1 year)
Financial Concepts Retirement Planning LLC
2016 - Present (10 years)
Shelter Insurance
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mesquite, NV
UTA LLC
Series 65
Mesquite, NV
Gradient Advisors, LLC
Series 63, Series 66
Mesquite, NV
Gradient Advisors, LLC
Series 63, Series 65
Mesquite, NV
Rockefeller Financial LLC
Series 66
Mesquite, NV
Edward Jones
CFP®, ChFC®, Series 63, Series 65
Mesquite, NV
Eagle Strategies (NY Life)
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