Brian Godfrey
Brian Godfrey is a registered investment advisor at Gradient Advisors, LLC, based in The Villages, FL, with 8 years of industry experience. Brian 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
510 Co Rd 466, Suite 103A, The Villages, FL, 32159
Get directionsHistory
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
Brian is an Investment Advisor Representative and owner, dedicating about half of his time to this role. He also operates Rooted Financial, LLC under the DBA Brian Godfrey - Key Retirement Services, where he works as an insurance agent offering insurance products and services, also dedicating about half of his time.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Sequent Planning, LLC
Gradient Securities, LLCBroker
Gradient Wealth Management
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Farm Vp Management CORP.Broker
State Registrations2 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.
Exams
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