Gradient Advisors, LLC

Gradient Advisors, LLC is an SEC-registered investment advisor established in 2009, located in Arden Hills, Minnesota. The firm offers investment management, financial planning, and consulting services, acting as a fiduciary to act in the best interest of each client. They provide tailored financial plans, asset management services, and referral arrangements with third-party money managers. As of December 31, 2024, Gradient Advisors had approximately $218,611,411 in regulatory assets under management and $772,058,542 in assets under administration. Regarding fees, clients can expect hourly rates ranging from $50 to $300 for financial planning services, and fixed fees ranging from $300 to over $2,000. Asset-based fees for asset management services can be up to 1.5% annually. The firm may receive referral fees from third-party money managers, but they do not receive external compensation for the sale of securities to clients. The firm's investment strategy is based on client objectives, with a focus on fundamental, technical, and cyclical analysis. Clients are informed about security-specific risks and are encouraged to vote on their securities' proxies. Gradient Advisors does not have discretionary authority for trading and does not custody client assets. The firm's executive officers, Adam Estall and Catherine Peters, hold various certifications and have extensive experience in the financial services industry.