Ashley Gagne
Ashley Gagne is a CFP-designated registered investment advisor at Superior Planning Wealth Management & Family Office, based in San Diego, CA, with 15 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 516 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2.00 percent. Specific fees are determined based on asset size, portfolio complexity, and account activity, and are negotiable at the firm's discretion.
Fee Estimator
Location
10085 Carroll Canyon Road, Suite 150, San Diego, CA, 92131
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
Ashley works as a financial advisor and CFP at Superior Planning Financial Solutions, dedicating about half her time. She is also self-employed as a financial advisor and CFP since 2010, spending about 10-20% of her time on insurance sales and services.
Employment History
Current Registrations
Superior Planning Wealth Management & Family Office
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
State Registrations4 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
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