Jeffrey Gapinski is a registered investment advisor at Your Ia, LLC, based in Kaysville, UT, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.80% |
Your IA reserves the right to amend the total advisory fee charged on a case-by-case basis. The IAR may choose not to assess an advisory fee upon our discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Kaysville, UT
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2026Employment History
Current Registrations
Your Ia, LLC
January 2026 - Present · 4 mos
Previous Registrations
Summit Global Investments, LLC
September 2019 - January 2026 · 6 yrs 4 mos
Ele Advisory Services, LLC
November 2016 - September 2019 · 2 yrs 10 mos
Ele Wealth Advisors, INC.Broker
November 2016 - September 2019 · 2 yrs 10 mos
Tlg Advisors, INC.
September 2015 - November 2016 · 1 yr 2 mos
The Leaders Group, INC.Broker
August 2015 - November 2016 · 1 yr 3 mos
Transamerica Financial Advisors, INC.
January 2012 - September 2015 · 3 yrs 8 mos
Transamerica Financial Advisors, INCBroker
January 2012 - September 2015 · 3 yrs 8 mos
Investment Advisors International, INC.
March 2009 - January 2012 · 2 yrs 10 mos
World Group Securities, INC.Broker
September 2004 - January 2012 · 7 yrs 4 mos
State Registrations1 state
UT
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.