Lyndol Anderson
Lyndol Anderson is a ChFC-designated registered investment advisor at Gradient Advisors, LLC, based in Cleburne, TX, with 9 years of industry experience. Lyndol 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
Cleburne, TX
Get directionsHistory
Regulatory History (1)
Regulatory
January 2010Other Business ActivitiesSells Insurance
Lyndol owns West Texas Financial Solutions, providing financial planning and advisory services, and West Texas Retirement Solutions, focused on insurance sales and medical supplements. Each business takes about half of Lyndol's time.
Employment History
Current Registrations
Gradient Advisors, 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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