Advisor at Gainspoletti Wealth Planners
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
Gainspoletti Wealth Planners
Location
Cleveland, MS 38732
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
James Gainspoletti is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Gainspoletti Wealth Planners. His prior roles include positions at Raymond James Financial Services and Gainspoletti & Associates. He is also a CPA providing tax and accounting services outside of his advisory work. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and other financial principles, utilizing strategic asset allocations and third-party model managers, with a focus on tailored client service and periodic performance reviews.
Based on Gainspoletti Wealth Planners
Based on Gainspoletti Wealth Planners
Financial planning fixed fees ranging from $1,500 to $5,000; Retirement plan consulting initial fixed fee up to $1,500
$0 - $100,000: 2.00% $100,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: 0.85%
Certain supervised persons may receive commissions from securities and insurance sales in their individual capacities
Financial planning hourly fees generally $100 - $300 per hour
Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly fees from $100 to $300 per hour
805 W Sunflower Rd
Cleveland, MS 38732
Louisiana · Mississippi · Texas
Ashford Advisors.
2025 - Present (1 year)
Gainspoletti Wealth Planners
2025 - Present (1 year)
Private Client Services
2025 - Present (1 year)
Gainspoletti & Associates
2016 - Present (10 years)
Raymond James Financial Services Advisors Inc.
2016 - 2025 (9 years)
Gainspoletti Financial Services
2016 - 2025 (9 years)
Raymond James Financial Services
2016 - 2025 (9 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
Cleveland, MS
Gainspoletti Wealth Planners
CFP®, Series 63, Series 66
Cleveland, MS
Gainspoletti Wealth Planners
Series 66
Cleveland, MS
LPL Financial
Series 63, Series 65
Cleveland, MS
Raymond James Financial
Series 63, Series 65
Cleveland, MS
LPL Financial
CFP®
Cleveland, MS
LPL Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")