Gabriel Brant Anderson
GA
CFP · ChFC
Gabriel Brant Anderson
GA
CFP · ChFC

Gabriel Anderson

14 Years of Experience
Minneapolis, MN

Gabriel Anderson is a CFP, ChFC-designated registered investment advisor at Crafted Wealth Management, based in Minneapolis, MN, with 14 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 56 clients with $81M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
56 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$81.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.50%

Fees are negotiable in certain cases. Standalone asset management is available at a negotiated percentage not to exceed 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Gabriel Brant Anderson
GA
Gabriel Anderson

Location

Minneapolis, MN

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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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Employment History
Current Registrations
Crafted Wealth Management
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Gross Domestic Product, INC
July 2017 - January 2019 · 1 yr 6 mos
Crafted Wealth Management
January 2016 - November 2017 · 1 yr 10 mos
Northwestern Mutual Investment Services,llc
July 2012 - November 2015 · 3 yrs 4 mos
Northwestern Mutual Investment Services,llc
July 2011 - April 2012 · 9 mos
State Registrations2 states
CAMN
Advisor

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.
Additional Information

Hi, my name is Gabe. I’m a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow their wealth, and establish good financial habits.

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Gabriel Brant Anderson
GA
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