Dale Wondisford
Dale Wondisford is a registered investment advisor at Gradient Advisors, LLC, based in Winter Park, FL, with 4 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M 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 | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
941 West Morse Blvd, Suite 100, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (5)
Financial
March 2026Financial
October 2025Financial
October 2025Financial
October 2025Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Dale is the owner and investment advisor representative at Your Pension Rep, providing advisory and insurance services, dedicating about half their time. Dale is also the owner and agent at Medigap Supplement Headquarters, focusing on Medicare sales, dedicating about a third of their time.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Virtue Capital Management, LLC
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.
Exams
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