George Gadzik
Advisor at Your IA, LLC
Updated today
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.
About
George Gadzik is a Series 65 licensed advisor with Your IA, LLC, bringing two years of industry experience. He previously worked at The Partners Wealth Management, SCF Investment Advisors, INC., and Ash Creek Financial. Outside of advisory roles, he has been involved in insurance and annuity sales as a licensed agent. Your IA, LLC is an SEC-registered advisory firm providing investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm constructs customized portfolios using model strategies and third-party managers, offering both discretionary and non-discretionary mandates.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
Fruita, CO
Most active in
George G has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Your IA
2026 - Present (1 year)
The Partners Wealth Management
2024 - 2026 (2 years)
SCF Investment Advisors, INC.
2024 - 2024 (1 year)
Ash Creek Financial
2022 - 2024 (2 years)
Jax Pro Pest Control
2021 - 2022 (1 year)
World Financial Group
2013 - 2022 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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