Advisor at Gladstone Wealth Partners
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
Gladstone Wealth Partners
Location
Zachary, LA 70791
Credentials
CFP®, Series 63
Industry experience
8 years
Financial planning and consulting services fees are negotiated and can be flat rate or percentage of assets under advisement; fees up to $1,200 payable in advance for plans.
Up to 2.00% annually (negotiable, can be tiered with reduced rates at higher asset levels)
Clients seeking ongoing financial planning or consulting can pay a recurring fee (amount not specified).
Fee-only: Gladstone is a fee-only advisory firm and does not receive commissions or other compensation from investments recommended.
Gladstone Wealth Partners
2026 - Present (1 year)
Lpl Financial LLC
2018 - Present (8 years)
INVEST Financial Corp
2017 - 2018 (1 year)
Southern Farm Bureau Life Insurance Company
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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