Gartner Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,344,201
Clients
7
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$2,763,457
About
Gartner Financial Advisors is a state‑registered, single‑advisor independent firm that provides financial planning and portfolio management to individuals and high‑net‑worth clients. Services include standalone fee‑for‑service financial plans and a combined “Concierge” offering that integrates ongoing planning with discretionary and non‑discretionary portfolio management.
The firm constructs individualized asset allocations using Modern Portfolio Theory and emphasizes principles of value, safety, quality and risk control, with portfolios comprised of mutual funds, ETFs, bonds, equities and other marketable securities. Portfolios are tailored around client objectives, tax efficiency and concentrated position management, and the adviser rebalances at least annually and meets clients semi‑annually or as needed.
Compared with many peers, the firm operates with a very small, concentrated client roster — the brochure discloses seven clients and approximately $18.5 million in discretionary assets — and has no wrap program, no performance‑based fees and no soft‑dollar arrangements. Operational details that distinguish the firm include a preferred custodian relationship, use of standing letters of instruction for certain transfers and disclosure of no disciplinary history or other industry affiliations.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement withdrawal strategies
Cash flow / budgeting
Concentrated stock management
Demographic focus
Approaching retirement
Young Families
Fee options
$100,000 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% Above $3,000,000+: 0.25%
Account minimum: $100,000 Minimum fee: Minimum fee is $900 per quarter ($3,600 annually) for Concierge portfolio management service Fee-only: Financial planning fixed fees ranging from $900 for consultation to $2,750 - $6,000 for complex plans; fees are negotiable
Main office location
Gartner Financial Advisors
Mason OH, United States
Number of offices
1
Most active in
Gartner Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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