Dale Wondisford
Dale Wondisford is a registered investment advisor at Gradient Advisors, LLC, based in Arden Hills, MN, with 3 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
Get directionsHistory
Regulatory History (6)
Financial
March 2026Financial
October 2025Financial
October 2025Financial
October 2025Customer Dispute
March 2024Financial
September 2016Other 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.