Forrest Patterson
Forrest Patterson is a ChFC-designated registered investment advisor at Gradient Wealth Management, based in Hurst, TX, with 5 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
860 Airport Freeway, Suite 400, Hurst, TX, 76054
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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
Forrest owns an AirBnB property that his wife manages, requiring minimal time. He also works as an insurance agent for American Senior Benefits, dedicating nearly full-time hours to selling insurance products.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Gradient Wealth Management
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Gradient Advisors, LLC
State Registrations1 state
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