Advisor at Gladstone Wealth Partners
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
Gladstone Wealth Partners
Location
Los Angeles, CA
Credentials
Series 63, Series 65
Industry experience
41 years
Based on Gladstone Wealth Partners
Based on Gladstone Wealth Partners
Financial planning and consulting fees are negotiable and generally a flat fee, payable one-time or installments, up to $1,200 prepaid six or more months in advance.
Up to 2.00% annually (negotiable, may be tiered or flat depending on program and custodian)
Clients may choose to pay recurring fees for ongoing financial planning or consulting services.
Account minimum: $0 to $100,000 depending on program or third-party manager, with possible waivers Fee-only: Advisory fees up to 2.00% annually on assets under management, negotiable and can be tiered or flat; fees billed quarterly in advance or as specified.
Los Angeles, CA
California
Gladstone Wealth Partners
2022 - Present (4 years)
LPL Financial
2022 - Present (4 years)
Cynthia Newman Consulting
2020 - 2022 (2 years)
Morgan Stanley Smith Barney LlC
2009 - 2020 (11 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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