Advisor at Convergence Wealth Partners 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
Convergence Wealth Partners LLC
Location
Redding, CA 96002
Credentials
Series 65
Industry experience
4 years
John Gardner is the principal advisor at Convergence Wealth Partners LLC in Redding, CA. He holds a Series 65 designation and has four years of experience in the financial services industry. Gardner is also the CEO and founder of Financial Convergence Insurance Solutions, Inc., where he serves as a licensed insurance agent. Convergence Wealth Partners LLC provides discretionary managed account services and financial planning to individual and high-net-worth clients. The firm offers tailored investment advice, asset allocation recommendations, and may utilize third-party managers while maintaining oversight of those relationships.
Based on Convergence Wealth Partners LLC
Fixed fees ranging from $2,000 to $7,000 per financial planning project
Under $1,000,000 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $3,000,000: 1.25% Over $3,000,000+: Negotiable
$250 - $300 per hour for financial planning services
Fee-only: Hourly fees $250 - $300 per hour; Fixed fees $2,000 to $7,000 per project for financial planning
5800 Airport Road
Redding, CA 96002
California · Texas
Convergence Wealth Partners LLC
2025 - Present (1 year)
MariPau Wealth Management LLC
2021 - Present (5 years)
Financial Convergence Insurance Solutions, Inc.
2017 - Present (9 years)
Self Employed - Gardner Consulting
2015 - 2018 (3 years)
Self-employed independent insurance agent
2014 - 2017 (3 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®, Series 65
Redding, CA
Ric Komarek, CFP
Series 65, Series 66
Palo Cedro, CA
Alpha Initiative
Series 65
Redding, CA
WJ Consulting LLC
Series 63, Series 65
Redding, CA
GSR Capital Management, Inc.
Series 66
Redding, CA
Parallel Wealth Management
Series 65
Redding, CA
Retirement Lifestyles Advisory Group
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")