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Deborah Bishopp

Gradient Wealth Management
37 Years of Experience
Gilbert, AZ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Deborah Bishopp is a CFP-designated registered investment advisor at Gradient Wealth Management, based in Gilbert, AZ, with 37 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

428 S. Gilbert Rd, Suite 109, Gilbert, AZ, 85296

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Deborah is a managing member of Impact Wealth Advisory, PLLC, dedicating full-time hours to financial services, securities/advisory services, and insurance. She is also a managing member of Bishopp Insurance Services, LLC, and owns rental real estate properties, dedicating minimal time to these activities.

Employment History
Current Registrations
Gradient Wealth Management
May 2015 - Present · 11 yrs 5 mos
Gradient Securities, LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
First Allied Advisory Services, INC.
May 2012 - May 2015 · 3 yrs
First Allied Securities, INC.Broker
May 2012 - May 2015 · 3 yrs
Wrp Investments, INC.
September 2004 - May 2012 · 7 yrs 8 mos
Wrp Investments, INC.Broker
May 2003 - May 2012 · 9 yrs
Ffp Securities, INC.Broker
September 1994 - May 2003 · 8 yrs 8 mos
Waddell & Reed, INC.Broker
November 1988 - September 1994 · 5 yrs 10 mos
State Registrations6 states
AZCACOMITXWA
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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