Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$90,220,337
Total clients
135
93% high-net worth
Total advisors
6
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
23
Average account size
$668,299
Gannett Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and businesses, providing wealth management, financial planning, retirement-plan consulting, and tax preparation. The firm operates as a fee-only registered investment adviser and provides ongoing account supervision and implementation of customized financial plans.
Investment advice is delivered around asset-allocation principles and a blend of passive and active strategies, with discretionary portfolio management available and an overlay management program that can use options and futures. Clients receive regular reviews and an annual service calendar addressing investment, tax, estate, retirement, and bitcoin-related planning and analysis.
Compared with peers, Gannett is unusual for operating roughly 15 offices while managing about $90 million in client assets with a six-advisor team, a multi-office footprint that is uncommon for firms of this size. The firm is wholly owned by Gannett Trust Company, LLC, and may recommend affiliated trust and custody services — including custody for bitcoin — under separate agreements with independent custody verification, and it includes tax-preparation services within its wealth-management engagements.
Initial fee up to $10,000 for comprehensive financial plan; may be reduced or waived at advisor's discretion.
Minimum fee: Recurring fixed fee ranging from $10,000 to $120,000 annually, negotiable and based on client needs and complexity. Fee-only: Fee-only firm; compensation solely from client fees, no commissions.
Gannett Wealth Advisors
Middleton ID, United States
Number of offices
15
California · Colorado · Connecticut · Florida · Idaho · Illinois · Indiana · Kansas · Massachusetts · New Hampshire · North Carolina · Ohio · Oregon · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · Wisconsin
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Austin, TX
Gannett Wealth Advisors
CFP®, Series 63, Series 65
Cleve, OH
Gannett Wealth Advisors
CFP®, Series 66
Middleton, ID
Gannett Wealth Advisors
Series 66
Frisco, TX
Gannett Wealth Advisors
Series 65
Portland, OR
Gannett Wealth Advisors
Series 63, Series 65
Middlebury, VT
Gannett Wealth Advisors
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