Gulfstream Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Gulfstream Financial Group provides financial planning and general investment advice to individuals, trusts, estates, and business entities, producing written financial plans, consultations, and occasional educational seminars. Services are tailored to clients’ financial and tax situations and can be delivered as standalone plans or through an ongoing retainer arrangement.
The firm employs an asset-allocation, long-term planning approach that evaluates short-term cash needs and risk/reward objectives before recommending allocations across money market instruments, stocks, bonds, annuities, and other products. Gulfstream does not exercise discretionary trading authority for clients and client assets are held at third‑party custodians, with custodial statements provided directly to clients.
Distinctive features include the use of hourly consultation fees and negotiable fixed fees for written plans rather than relying on percentage‑of‑assets‑under‑management pricing, which is atypical for firms in this category. The partners are also registered representatives affiliated with a broker/dealer, receive commission‑based compensation for product sales (approximately 30% of firm time), and use the broker/dealer’s approved product lists and custody arrangements, reflecting a dual-registered operating model.
Client services
Financial planning
Expertise
General retirement planning
Annuities
Fee options
Fixed fees for written financial plans ranging from $450 to $5,000, negotiable based on complexity
Commission-based compensation for sale of securities and investment products through LPL Financial LLC, but Gulfstream Financial Group LLC does not double-dip with advisory fees
Negotiable up to $250 per hour for consultations
Fee-only: Hourly charges up to $250 per hour, Fixed fees for written financial plans ranging from $450 to $5,000 depending on complexity
Main office location
Gulfstream Financial Group LLC
278 Lafayette Road, Suite 11
Portsmouth NH 03801, United States
Number of offices
1
Most active in
Gulfstream Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
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:
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")