A complete list of active advisors currently associated with Gunn Financial Advisors, LLC
Warmer can help you find a great advisor at Gunn Financial Advisors, LLC or one who fits your needs even better.
Gunn Financial Advisors provides discretionary and non-discretionary asset management and financial planning to individuals, high net worth individuals, trusts, and qualified retirement plans. The firm also offers ERISA-plan services for 401(k), 403(b), pension, cash balance and profit-sharing plans, supporting plan sponsors with investment advice, IPS development, monitoring, and participant education. Investment programs are tailored to each client’s goals, time horizon and risk tolerance and may employ fundamental and technical analysis, charting and modern portfolio theory across mutual funds, ETFs, fixed income and options strategies. Accounts are reviewed at least quarterly and the firm requires custody at a major custodian, with the choice of discretionary or non-discretionary authority reflected in each client agreement. Noteworthy for a firm in the investment-manager category, it combines pension consulting—acting as a limited-scope ERISA 3(21) fiduciary—with a client base that includes high net worth individuals, an uncommon mix among peers. The firm discloses outside business activities by its principal, including licensed insurance sales (with commission-based compensation) and ownership of rental real estate entities, and notes procedures and disclosures intended to address those conflicts.
To learn more about the advisors currently working at Gunn Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Safety Harbor, FL
| 11
|
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