Gregory Giardino
Gregory Giardino is a CFP-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 6 years of industry experience. Gregory 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 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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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
Gregory is an independent insurance agent selling insurance products since 2017, dedicating a few hours per week. He also serves as President Elect for FPA of Greater Kansas City and is an adjunct professor at Kansas State University, spending minimal time and about 10% of his time, respectively, on these roles.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Mariner Wealth Advisors
State Registrations1 state
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