Gary Gainspoletti
Gary Gainspoletti is a registered investment advisor at Gainspoletti Wealth Planners, based in Cleveland, MS, with 29 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, and 1 more. Their firm serves 183 clients with $110M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.85% |
Fees may be negotiable in some instances.
Fee Estimator
Location
805 W Sunflower Rd, Cleveland, MS, 38732
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Gary is involved in several business activities, including being an RIA with Gainspoletti Wealth Planners-Advisory, LLC (nearly full-time), a CPA with Gainspoletti and Associates, CPA, LLC (about 10-20% of his time), and an Alderman for the City of Cleveland, Mississippi (minimal time). He is also associated with Private Client Services (PCS) (about a quarter of his time) and owns rental real estate (minimal time).
Employment History
Current Registrations
Gainspoletti Wealth Planners
Private Client Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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.