How does the advisor help clients – Key Takeaways:
Gustafson Financial Solutions is a leading financial advisory firm with a team of experienced and knowledgeable advisors. They offer a wide range of financial services to clients, including investment management, retirement planning, and tax planning. With a strong commitment to helping clients achieve their financial goals, Gustafson Financial Solutions is an ideal partner for individuals, families, and businesses seeking sound financial advice.
Facts and Insights
Founded in 2005, Gustafson Financial Solutions has over 15 years of experience in the financial industry. They are headquartered in New York City and have a team of 25 advisors who are dedicated to providing personalized financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
Financial Services Offered
Gustafson Financial Solutions offers a comprehensive range of financial services to meet the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- College planning
- Business succession planning
Client Types
Gustafson Financial Solutions works with a variety of clients, including:
- High-net-worth individuals
- Retirees
- Business owners
- Families
- Professionals
Fees & Compensation
Gustafson Financial Solutions is a fee-only advisory firm, meaning they are compensated solely by their clients and do not receive commissions from financial products they recommend. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, making them fully aligned with their clients’ financial success.
Background
Gustafson Financial Solutions was founded by renowned financial expert John Gustafson. With over 30 years of experience in the financial industry, John has built a team of advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Gustafson Financial Solutions has a commitment to transparency and always discloses any potential conflicts of interest to their clients. They follow strict ethical guidelines and adhere to the fiduciary standard, meaning they always act in their clients’ best interest.