Gordian Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$260,425,122
Clients
103
69% high-net worth
Advisors
3
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
34
LowAverage account size
$2,528,399
About
Gordian Advisors serves individuals, high-net-worth clients, trusts and pooled retirement plans, providing portfolio management, comprehensive financial planning and retirement-plan consulting. The firm operates on a fee-only basis and offers both discretionary and non-discretionary advisory services.
The investment approach emphasizes diversified asset allocation implemented primarily through no-load mutual funds and exchange-traded funds, with individual fixed-income securities used in larger accounts and options limited to hedging rather than speculation. Advisors act as fiduciaries and incorporate clients’ outside, non-managed assets into planning analyses while leaving management of those assets to the client.
A distinctive feature is a compact three-advisor team that manages several hundred million in client assets and brings combined experience in institutional asset management, equity research and trading, tax and estate practice, and compliance, with each primary advisor holding the CFP designation. Operationally the firm typically asks clients to select their own custodian (while recommending a primary custodian for convenience), does not aggregate trades across households, and leaves proxy voting to clients, practices that differ from many peers.
Client services
Expertise
Fee options
Flat fees for comprehensive financial plans and project work, details negotiated with client
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $3,000,000: 0.60%
$200 per hour
Account minimum: $800,000 Minimum fee: $10,000 per year ($2,500 per quarter), negotiable Fee-only: Fee-only basis, compensated solely for advice with no commissions
Main office location
Gordian Advisors, LLC
2200 E. River Rd., Ste. 109
Tucson AZ 85718-6516, United States
Number of offices
1
Most active in
Arizona · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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