Andrew John O'neill

Gradient Wealth Management

19 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management

Gradient Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

96 advisors

Number of Clients

3,268 clients

Average Client Portfolio

$181K average

Assets Under Management

$591.1M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126

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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.

Other Business ActivitiesSells Insurance

Andrew owns O'Neill Asset Management, LLC, which is a DBA for insurance and investment business, dedicating nearly full-time hours to it. He also owns rental properties through Grand Rapids Rentals, LLC and O'Neill Holdings, LLC, and refers clients to Ashton King Insurance Agency, LLC and Better Tax Services, and is a board member for Community Kids.