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Gladstone Wealth Partners

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Total assets under management

$4,943,971,956

More info

Total clients

7,867

26% high-net worth

Total advisors

107

of 163 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

74

Average account size

$628,444

Client services

Financial planning Portfolio management Selection of other advisers
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Fee options

Fixed

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.

Percentage

Up to 2.00% annually (negotiable, can be tiered with reduced rates at higher asset levels)

Subscriptions

Clients seeking ongoing financial planning or consulting can pay a recurring fee (amount not specified).

Other

Fee-only: Gladstone is a fee-only advisory firm and does not receive commissions or other compensation from investments recommended.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Gladstone Wealth Partners

2000 Pga Blvd., Suite 4440

Palm Beach Gardens FL 33408, United States

Number of offices

44

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (908)-719-1313

Advisors at this firm

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Justin G

Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners
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William W

Series 63, Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners
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Bryce W

Series 66

Melville, NY

Gladstone Wealth Partners
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Timothy K

Series 66

Omaha, NE

Gladstone Wealth Partners
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Timothy V

Series 66

Omaha, NE

Gladstone Wealth Partners
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David D

Series 63, Series 65

Evansville, IN

Gladstone Wealth Partners
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Renee W

Series 63, Series 66

Omaha, NE

Gladstone Wealth Partners
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Edgardo M

Series 63, Series 65, Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners
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Travis B

Series 66

Erie, PA

Gladstone Wealth Partners
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Francis C

Series 66

Blue Bell, PA

Gladstone Wealth Partners
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Salvatore G

Series 63, Series 65

Chester, NJ

Gladstone Wealth Partners
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La Tonya B

Series 63, Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners
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Allison T

Series 66

Palm Beach Gardens, FL

Gladstone Wealth Partners
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Robert D

Series 63, Series 65

Schaumburg, IL

Gladstone Wealth Partners
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Andrew C

Series 63, Series 65

Blue Bell, PA

Gladstone Wealth Partners
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