Gordon Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,044,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
72% 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
29
TypicalAverage account size
$1,587,724
About
Gordon Financial provides investment advisory and financial planning services to individuals and non-profit organizations, offering portfolio management, asset-allocation guidance, and written financial plans. Services described in the brochure include discretionary managed accounts, retirement and estate planning input, and consulting on investment products such as mutual funds, bonds, and annuities.
The firm tailors advice and portfolio construction to each client’s stated objectives, time horizon, and risk tolerance, using techniques that include asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term positions. Accounts are reviewed at least quarterly and the firm highlights the importance of ongoing consultation with tax professionals because some strategies may have significant tax implications.
A noteworthy aspect of the firm is its work with charitable and other non-profit organizations, a client type that is uncommon among independent advisers. The brochure also discloses operational choices that differ from many peers — for example, the firm does not aggregate multiple clients’ orders for block execution and does not vote proxies on clients’ behalf — and it may include a comprehensive financial plan with certain asset-management relationships or offer standalone planning on fixed or hourly terms.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Wealth management
Annuities
Fee options
$3,000 for a full financial plan excluding asset management
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
$150 per hour
Main office location
Gordon Financial
Mount Pleasant SC, United States
Number of offices
3
Most active in
Gordon Financial has reported serving >5 clients in these states in the last 12 months.
South Carolina
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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