Bridgette Gavagan
Bridgette Gavagan is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Glendale, AZ, with 18 years of industry experience. Bridgette is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 30,369 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners does not set a firm-wide investment management fee schedule. Instead, your advisor will determine an advisory fee based on the complexity of your portfolio, the services provided, and the platform used.
- The maximum annual advisory fee cannot exceed 3% of your portfolio.
- Depending on the account type (such as Pershing UPlan or third-party custodian accounts), there may be additional administration or program fees ranging from 0.05% to 0.19% per year, or flat monthly fees (such as $8 per month for certain custodian accounts).
- Your advisor will discuss and agree upon the specific fee structure with you before managing your investments.
Location
5811 W. Talavi Blvd, Glendale, AZ, 85306
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
Bridgette is an insurance producer since 2017, dedicating a few hours per week to insurance sales. She also works nearly full-time as an IAR with PFG Advisors since 2015 and spends minimal time on data collection/entry for EstateDocsPro and managing a rental property.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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
More Advisors
- Jacqueline Flindall, CFPUnited Planners' Financial Services of America a Limited Partner
- Melissa Greenwood, CFPUnited Planners' Financial Services of America a Limited Partner
- Thomas Joyce, ChFCOsaic Wealth, INC.
- Russell Schilt, CFPSage Saguaro Financial Planning
- Jeremy Mitchell, CFPGeneos Wealth Management, INC.
- Anthony Silva, CFA