Advisor at AdaptFirst Investments LLC
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Firm
AdaptFirst Investments LLC
Location
Ponte Vedra, FL
Credentials
Series 65
Industry experience
7 years
Tristen Gadberry is a financial advisor at AdaptFirst Investments LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial Services, Trilogy Financial Services, Trilogy Capital Inc, and OB Sports Management. Outside of advisory work, Gadberry is a licensed real estate agent and a life insurance agent. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO work. The firm employs a value-oriented investment approach using both technical and fundamental analysis, and offers additional services such as bookkeeping, tax preparation, and financial coaching.
Based on AdaptFirst Investments LLC
Project Based Financial Planning: Fixed fee between $500 and $2,000 (negotiable).
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,000+: 0.75%
Some advisors receive commissions from sale of insurance or securities products, presenting conflict of interest.
CFO Service Fees: $200 to $300 per hour; Other hourly consulting fees start at $200 per hour.
CIO Subscription Services: typically $700 per month; Financial Coaching/Budget Boot Camp: $810 annually for individuals, $1110 for couples billed monthly in arrears; Bookkeeping Service Fees range from $500 to $4,000 per month; Tax Preparation Fees range from $250 to $5,000 per engagement.
Ponte Vedra, FL
California · Florida · North Carolina
AdaptFirst Investments LLC
2021 - Present (5 years)
LPL Financial Services
2017 - 2020 (3 years)
Trilogy Financial Services
2017 - 2020 (3 years)
Trilogy Capital Inc
2017 - 2020 (3 years)
OB Sports Management
2012 - 2017 (5 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.
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
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CFP®, Series 63, Series 65
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