Gordian Advisors, LLC

Gordian Advisors, LLC, located in Tucson, AZ, was established in October 2002 by David Hamra. The firm specializes in comprehensive financial planning services, including investment advice, retirement planning, estate planning, tax planning, insurance review, and education savings. As a registered investment advisor, Gordian acts as a fiduciary, ensuring recommendations are in the best interest of clients. The firm primarily manages portfolios of mutual funds and ETFs, with a focus on maintaining proper asset allocation. Gordian operates on a fee-only basis, with fees based on a flat annual retainer or a percentage of managed assets, starting at 1.00% for assets up to $500,000. The minimum account size for managed accounts is $800,000, which may be waived at the discretion of the principal owners. Gordian offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting services. The firm's investment strategy emphasizes diversified portfolios aligned with clients' long-term goals and risk tolerance. The principal owners of Gordian Advisors are David Hamra, Denis Smirnov, and JD Matchett-Robles, who are also Certified Financial Planner professionals. The firm has no disciplinary events and operates with transparency regarding conflicts of interest.