The Gleason Group, Inc. logo

The Gleason Group, Inc.

Updated today

Client assets under management

$1,573,665,853

Clients

262

52% high-net worth

Advisors

6

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$6,006,358

About

The Gleason Group is a registered investment adviser with a six-advisor team that serves individuals, families, businesses, retirement plans, trusts, estates and charitable organizations. The firm offers comprehensive wealth management and financial life planning, along with discretionary and non‑discretionary portfolio management and retirement plan consulting.

The firm follows a goal‑based, long‑term buy‑and‑hold approach built on fundamental analysis and diversified allocations to mutual funds, ETFs, index funds and individual debt and equity securities, with attention to tax implications and low‑cost fund options. Advisories are tailored to each client’s risk tolerance, time horizon and liquidity needs, and the firm will also advise on held‑away assets such as variable life insurance and annuity contracts.

Notably, The Gleason Group manages roughly $1.61 billion in client assets across about 262 client relationships, a concentration of assets that is larger than many peers on a per‑client basis. Several of the firm’s Supervised Persons are licensed insurance agents who may sell commissionable insurance products, a disclosed potential conflict of interest, and the firm also serves in a fiduciary capacity for certain ERISA/IRC retirement plan clients.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement income strategy Social Security optimization Medicare planning

Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $7,500,000: 0.75% $7,500,001 - $15,000,000: 0.50% $15,000,001+: 0.25%

Commissions

Separate commission-based arrangement for insurance products offered by certain supervised persons

Other

Account minimum: $1,000,000 Minimum fee: $10,000 annually

Main office location

The Gleason Group, Inc.

9418 Norton Commons Boulevard, Suite 100

Prospect KY 40059, United States

Number of offices

1

Most active in

Florida · Hawaii · Illinois · Indiana · Kentucky · Ohio · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin D

CFP®, Series 65

Prospect, KY

The Gleason Group, Inc.

Benjamin Doninger is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with The Gleason Group, Inc. since 2022 and previously worked at Centerline Wealth Advisors, LLC for seven years. The Gleason Group, Inc. provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, typically using diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon, managing nearly $1 billion in assets with a small team.

Wealth management Retirement income strategy Social Security optimization Medicare planning
user avatar

Lindsay M

Series 65

Prospect, KY

The Gleason Group, Inc.

Lindsay Manietta is a financial advisor at The Gleason Group, Inc. with eight years of industry experience. She holds a Series 65 designation and has been with The Gleason Group since 2016. Prior to that, she worked at ADP from 2014 to 2016. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, typically employing diversified, long-term buy-and-hold investment strategies tailored to clients’ risk tolerance and time horizon.

Wealth management Retirement income strategy Social Security optimization Medicare planning
user avatar

Andrea G

Series 65

Prospect, KY

The Gleason Group, Inc.

Andrea Gleason is a financial advisor with The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation and bringing 10 years of industry experience. She has been with The Gleason Group since 2015, working within a team of five advisors. The Gleason Group provides wealth management, financial planning, and portfolio management services to a diverse client base including individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, implementing diversified, long-term investment strategies tailored to clients' risk tolerance and time horizons.

Wealth management Retirement income strategy Social Security optimization Medicare planning
user avatar

Gavin G

Series 66

Prospect, KY

The Gleason Group, Inc.

Gavin Gleason is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with The Gleason Group, Inc. since 2015 and serves as trustee for the Jean M Gleason Family Trust. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Wealth management Retirement income strategy Social Security optimization Medicare planning
user avatar

Ava N

CFP®, Series 65

Prospect, KY

The Gleason Group, Inc.

Ava Nivens is a CFP® with eight years of industry experience, currently serving as an advisor at The Gleason Group, Inc. since 2019. Prior to that, she worked at Stegner Investment Associates, Inc. for four years. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon.

Wealth management Retirement income strategy Social Security optimization Medicare planning
user avatar

Richard T

Series 65

Prospect, KY

The Gleason Group, Inc.

Richard Thieneman III is a financial advisor at The Gleason Group, Inc. with a Series 65 designation. He has prior work experience at Turning Point Brands, Premier Packaging, Humana, and United Parcel Service. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, typically implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Wealth management Retirement income strategy Social Security optimization Medicare planning
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