Gary Gordon is a registered investment advisor at Thepartners Wealth Management, based in Carmel By the Sea, CA, with 28 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
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Regulatory History (1)
Regulatory
July 2025Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Nylife Securities LLCBroker
AXA Advisors, LLC
Mony Securities CorporationBroker
AXA Advisors, LLCBroker
Prudential Investment Management Services LLCBroker
Gruntal & CO. IncorporatedBroker
Painewebber IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Greenway Capital CORP.Broker
State Registrations1 state
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.