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CFP
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CFP

Thomas Blake

Gradient Advisors, LLC
28 Years of Experience
Winter Park, FL
Sells Insurance
View SEC Summary
View SEC Summary

Thomas Blake is a CFP-designated registered investment advisor at Gradient Advisors, LLC, based in Winter Park, FL, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.

Gradient Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
185 advisors
Number of Clients
2,152 clients
Average Client Portfolio
$134K average
Assets Under Management
$289.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1177 Louisiana Ave, Suite 109, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Thomas is the owner and investment advisor representative at Financial Educators, LLC, and owner and CPA at Thomas Blake CPA, LLC, each taking about half of his time. He is also a broker at 407 Realty Group LLC and president of Blake Insurance Brokerage, dedicating minimal time to the latter.

Employment History
Current Registrations
Gradient Advisors, LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Ae Wealth Management, LLC
October 2019 - March 2024 · 4 yrs 5 mos
Ameriprise Financial Services, INC.Broker
April 2016 - October 2019 · 3 yrs 6 mos
Ameriprise Financial Services, INC.
March 2016 - October 2019 · 3 yrs 7 mos
Delta Capital Management, LLC
October 2010 - May 2016 · 5 yrs 7 mos
H.D. Vest Investment ServicesBroker
August 1998 - May 2010 · 11 yrs 9 mos
Calton & Associates, INC.Broker
February 1998 - August 1998 · 6 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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