Edward Gunnell
Edward Gunnell is a registered investment advisor at Gunnell Financial, based in Plainfield, IN, with 31 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 30 clients with $7.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
3928 Clarks Creek Rd, Plainfield, IN, 46168
Get directionsHistory
Regulatory History (2)
Financial
March 2018Employment Separation After Allegations
August 2003Other Business ActivitiesSells Insurance
Edward sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also a principal at Gunnell Financial, providing tax, accounting, and financial planning services, which takes about a quarter of his time.
Employment History
Current Registrations
Gunnell Financial
Previous Registrations
Hbc Wealth Management LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Gunnell Retirement and Estate Planning LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Banc One Securities CorporationBroker
Banc One Securities Corporation
Natcity Investments, INC.
Natcity Investments, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.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.