Gary Deardorff
Gary Deardorff is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Peoria, AZ, with 33 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
8801 West Union Hills Drive, Bldg C, Peoria, AZ, 85382
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2003Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Gary is a managing member of Phoenix Financial Group LTD, where he trades and reallocates client accounts, dedicating nearly full-time hours to this role. He also provides tax services, assists clients with legal document preparation, and sells health insurance and Medicare-related products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
National Planning CorporationBroker
J. W. Gant & Associates, INC.Broker
Dillon Securities, INC.Broker
Westlake Securities, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.