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Andrew O'neill

Gradient Wealth Management
20 Years of Experience
Arden Hills, MN
BrokerSells Insurance
View SEC Summary
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Andrew O'neill is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 20 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 4,553 clients with $610M in assets under management.

Gradient Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
4,553 clients
Average Client Portfolio
$134K average
Assets Under Management
$607.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00% of assets under management. Fees are negotiable and may vary based on the money manager selected and account size.

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

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.

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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.

Employment History
Current Registrations
Gradient Wealth Management
March 2015 - Present · 11 yrs 7 mos
Gradient Securities, LLCBroker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
Gradient Advisors, LLC
July 2011 - March 2015 · 3 yrs 8 mos
Ing Financial Partners, INC
September 2010 - June 2011 · 9 mos
Ing Financial Partners, INC.Broker
December 2008 - June 2011 · 2 yrs 6 mos
Glp Investment Services, LLCBroker
January 2007 - November 2008 · 1 yr 10 mos
Waddell & Reed, INC.Broker
June 2006 - February 2007 · 8 mos
State Registrations29 states
AKARAZCOFLGAIAILINKSMAMDMIMNMOMSMTNCNMNVOHORPASCTXVAWAWIWV
AdvisorBrokerBoth

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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