Gordian Wealth Advisors, LLC

CRD#281775
Investment Advisor Firm

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Overview

Gordian Wealth Advisors, LLC operates as a financial advisor company located in Mill Valley, California. It has $270.9 million in total assets throughout 314 customer accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 4 financial advisors. Gordian Wealth Advisors, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, options and equities.

Gordian Wealth Advisors, LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without requiring the client's consent. Gordian Wealth Advisors, LLC manages about $862,588 for every account. The typical advisor at Gordian Wealth Advisors, LLC manages about 79 client accounts.

Gordian Wealth Advisors, LLC's headquarters is located at 100 B Shoreline Hwy, Mill Valley, California 94941. The company is legally allowed to provide services to investors throughout a few states, including California and Texas.

Assets Under Management

$270.9 million

Number of Advisors

4

Disclosures

No

Office Location

100 B Shoreline Hwy
Mill Valley, CA 94941

Gordian Wealth Advisors, LLC by the Numbers

Total Assets Under Management

$270.9 million

National Average: $8.6 billion
Total Number of Employees

5

National Average: 64
Total Number of Accounts

314

National Average: 375,227
Average Account Size

$862.6 thousand

National Average: $23.0 thousand
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Products and Services

Gordian Wealth Advisors, LLC provides a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. In the past fiscal year, the firm provided financial planning services to 1-10 of its customers. The firm does not sell products or offer services aside from investment advice to its investment advisory clients.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 46% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Financial management fees typically are based on which services are provided. Fees billed by the company most likely include the following fee structures: asset-based, fixed, commission-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Gordian Wealth Advisors, LLC.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 1% of firms

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

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Types of Clients

The firm provides services to retail investors, high net worth investors and pooled investment vehicles. Out of its 314 accounts, Gordian Wealth Advisors, LLC's largest client is high net worth investors, though it also manages money for 89 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 5% of the firm's clients are non-U.S. persons.

  • High-Net-Worth Individuals* - 90.82%
  • Other Individuals - 7.14%
  • Corporations - 2.04%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Gordian Wealth Advisors, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Gordian Wealth Advisors, LLC

Michael Phippen
Mill Valley, CA
Elliott Elbaz
Mill Valley, CA
Cullen Jowitt
Palm Desert, CA
Scott Peters
Mill Valley, CA

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