Wade Gribaldo
Wade Gribaldo is a registered investment advisor at Independent Financial Group, LLC, based in Sacramento, CA, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
965 University Ave, Ste. 150, Sacramento, CA, 95825
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2010Other Business ActivitiesSells Insurance
Wade owns Monson & Associates, providing tax preparation, accounting, and payroll processing, and also operates Wade Gribaldo Wealth Management as a DBA for marketing purposes. Additionally, Wade is a licensed insurance agent, dedicating minimal time to offering various types of insurance products, and owns rental real estate property.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
State Registrations9 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.