Peter Acquaro
Peter Acquaro is a registered investment advisor at Gradient Wealth Management, based in Houston, TX, with 27 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
Houston, TX
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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 ActivitiesSells Insurance
Peter uses the DBA Acquaro & Associates for tax purposes to receive insurance and fixed residuals, but is not actively marketing it. He also serves as Chairman of the Public Safety Committee for the Southwest Management District, dedicating about 10-20% of his time, and is a Managing Member of Houston Retirement Solutions, LLC, spending about a quarter of his time there.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Van Kampen Funds INC.Broker
State Registrations5 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.