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Pankaj Udeshi

Advisor Resource Council
37 Years of Experience
Fort Worth, TX
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Pankaj Udeshi is a registered investment advisor at Advisor Resource Council, based in Fort Worth, TX, with 37 years of industry experience. Pankaj is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B in assets under management.

Advisor Resource Council
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
11,836 clients
Average Client Portfolio
$295K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fort Worth, TX

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2012
Final
Customer Dispute
September 2008
Award / Judgment
Employment Separation After Allegations
October 2002
Regulatory
January 1998
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Pankaj operates under the DBAs Gladstone Wealth Partners and Wealthtech Advisors for his LPL business. He also engages in non-variable insurance activities, dedicating a few hours per week to this.

Employment History
Current Registrations
Advisor Resource Council
September 2026 - Present · 1 mo
LPL Financial LLC
June 2021 - Present · 5 yrs 4 mos
LPL Financial LLC
June 2021 - Present · 5 yrs 4 mos
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Park Avenue Securities LLC
January 2009 - June 2021 · 12 yrs 5 mos
Park Avenue Securities LLCBroker
December 2008 - June 2021 · 12 yrs 6 mos
Park Avenue Securities LLC
October 2008 - October 2008 · 0 mos
Park Avenue Securities LLCBroker
September 2008 - December 2008 · 3 mos
Cambridge Legacy Securities L.L.C.Broker
February 2006 - July 2007 · 1 yr 5 mos
Andrew Garrett INC.Broker
June 2004 - February 2006 · 1 yr 8 mos
Chicago Investment Group, LLCBroker
January 2003 - June 2004 · 1 yr 5 mos
MML Investors Services, INC.
May 1998 - October 2002 · 4 yrs 5 mos
MML Investors Services, INC.Broker
May 1998 - October 2002 · 4 yrs 5 mos
Dominion Capital CorporationBroker
August 1997 - October 1997 · 2 mos
Mony Securities CORP.Broker
December 1993 - July 1997 · 3 yrs 7 mos
Fidelity Equity Services CorporationBroker
January 1992 - January 1994 · 2 yrs
Ameritas Investment CORP.Broker
July 1987 - January 1992 · 4 yrs 6 mos
Pruco Securities CorporationBroker
March 1987 - June 1987 · 3 mos
State Registrations3 states
FLLATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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