Paige Gunn
Paige Gunn is a registered investment advisor at Gunn Financial Advisors, LLC, based in Safety Harbor, FL, with 11 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
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% |
The annual fee is negotiable.
Fee Estimator
Location
310 10th Ave North, Safety Harbor, FL, 34695
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
Paige is a managing member of Palm Harbor Group, LLC, which holds personal real estate, and spends minimal time on administrative tasks. Paige is also a licensed insurance agent since 2012, selling various insurance and annuity products, dedicating about 10-20% of her time to this activity. Finally, Paige is a member/partner of 6422 Theresa LLC, a real estate rental, and spends minimal time on administrative duties.
Employment History
Current Registrations
Gunn Financial Advisors, LLC
Previous Registrations
Harwood Financial Group
Trustmont Advisory Group, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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.