Gainspoletti Wealth Planners's Form ADV discloses 2.00% on the first $100,000, 1.50% on the next $400,000, 1.25% on the next $500,000, 1.00% on the next $4 million, 0.90% on the next $5 million, and 0.85% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #333768), Gainspoletti Wealth Planners is subject to fiduciary duty under federal law.
Gainspoletti Wealth Planners is headquartered in CLEVELAND, MS.
Gainspoletti Wealth Planners serves 45 high-net-worth clients according to their SEC filing dated April 1, 2026. View client details ↓
According to their SEC Form ADV, Gainspoletti Wealth Planners offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
Gainspoletti Wealth Planners manages $127 million in client assets according to their SEC filing dated April 1, 2026.
According to their SEC Form ADV, Gainspoletti Wealth Planners serves high-net-worth individuals and institutional clients. View client details ↓