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Gradient Advisors, Llc

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Total assets under management

$218,611,410

Total clients

3,220

2% high-net worth

Total advisors

169

of 169 employees

Firm size

Enterprise

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

Average clients per advisor

19

Average account size

$67,892

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees from $300 up to more than $2,000 for financial planning and consulting services.

Percentage

Up to 1.5% annually (negotiable, maximum 1.5%)

Project-based

$50 to $300 per hour for financial planning and consulting services.

Other

Fee-only: Hourly fees for financial planning range from $50 to $300 per hour; Fixed fees range from $300 to over $2,000 for financial planning and consulting services.

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

Gradient Advisors, Llc

4105 Lexington Avenue N., Suite 225

Arden Hills MN 55126, United States

Number of offices

154

Forms ADV

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

Quick links

LinkedIn Website 877-885-0508

Advisors at this firm

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Timothy N

Series 63, Series 65

Arden Hills, MN

Gradient Advisors, Llc
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William W

Series 63, Series 65

Crofton, MD

Gradient Advisors, Llc
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Travis S

Series 63, Series 65

Arden Hills, MN

Gradient Advisors, Llc
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Jeffrey K

Series 63, Series 65

Arden Hills, MN

Gradient Advisors, Llc
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Joseph L

CFP®, Series 63, Series 65

Arden Hills, MN

Gradient Advisors, Llc
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Garry S

Series 65

Arden Hills, MN

Gradient Advisors, Llc
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Shawn L

Series 65

Chisholm, MN

Gradient Advisors, Llc
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Thomas C

Series 63, Series 65

Mahopac, NY

Gradient Advisors, Llc
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Samantha C

Series 65

Chesapeake, VA

Gradient Advisors, Llc
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Thomas H

Series 65

Clearwater, FL

Gradient Advisors, Llc
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Mark N

Series 63

Celina, OH

Gradient Advisors, Llc
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Dustin P

Series 65

Arden Hills, MN

Gradient Advisors, Llc
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Carol R

Series 66

Arden Hills, MN

Gradient Advisors, Llc
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Craig T

CFP®, Series 63

Arden Hills, MN

Gradient Advisors, Llc
user avatar

Michael J

Series 65

Arden Hills, MN

Gradient Advisors, Llc
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