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
Warren, PA 16365
Credentials
Series 66
Industry experience
7 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
2019 - Present (7 years)
LPL Financial LLC
2018 - Present (8 years)
LPL Financial LLC
2017 - 2018 (1 year)
PNC Wealth Management
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
ChFC®, Series 63, Series 65
Warren, PA
Aviso Wealth Management
Series 66
Warren, PA
PNC Wealth Management
Series 63, Series 65
Warren, PA
Gladstone Wealth Partners
CFP®, Series 63, Series 65
Warren, PA
OneSeven
ChFC®, Series 66
Warren, PA
Cwm, Llc
Series 66
Warren, PA
Gladstone Wealth Partners
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