Advisor at Peachcap Tax & Advisory, 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
Peachcap Tax & Advisory, LLC
Location
Overland Park, KS
Credentials
Series 66
Industry experience
22 years
Debbie Gandy is a financial advisor with PeachCap Tax & Advisory, LLC, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with PeachCap since 2018 and previously held roles at Kestra Private Wealth Services and Kestra Investment Services. Outside of her advisory work, she operates a pet and house sitting business in Overland Park, Kansas. PeachCap Tax & Advisory, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, foundations, and business entities. The firm offers discretionary portfolio management and uses a variety of strategies, including fundamental, technical, and cyclical analysis, to tailor portfolios to client objectives.
Based on Peachcap Tax & Advisory, LLC
Based on Peachcap Tax & Advisory, LLC
Fixed fees up to $10,000 for broad-based financial planning services; may exceed $10,000 in limited circumstances with client notification.
$0 - $500,000: 2.20% annually $500,001 - $1,000,000: 1.70% annually $1,000,001 - $5,000,000: 1.45% annually $5,000,001+: Negotiable
Commission-based compensation for sale of securities and insurance products by some associated persons, separate from advisory fees.
Up to $300 per hour for specific financial planning services or consulting.
Overland Park, KS
California · Kansas
Peachcap Tax & Advisory, LLC
2018 - Present (8 years)
Peachcap Securities, Inc.
2018 - Present (8 years)
Kestra Private Wealth Services, LLC
2014 - 2018 (4 years)
KESTRA Investment SERVICES, LLC
2014 - 2018 (4 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.
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.
Lawyer
They provide legal services, typically billed separately.
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
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Series 63, Series 65
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CFP®, Series 66
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CFP®, Series 63, Series 65
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Daniel J. Disimile CFP, LLC
CFA®, Series 63
Westlake Village, CA
Haven Capital Group
Series 63
Camarillo, CA
Contemporary Planning Alternatives
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