…
How does the advisor help clients – Key Takeaways:
GUSTAFSSON WEALTH MANAGEMENT, INC. is a financial planning and investment management firm that provides a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a holistic approach to financial planning, the firm offers personalized solutions and guidance to clients from various backgrounds and industries.
Facts and Insights
Founded in 2002, GUSTAFSSON WEALTH MANAGEMENT, INC. has been in business for 19 years, establishing a strong presence in the financial services industry. As of December 2020, the firm reported $1.5 billion in assets under management and a team of 10 advisors, showing significant growth compared to its early years.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2002 | $1.5 billion | 10 |
Financial Services Offered
GUSTAFSSON WEALTH MANAGEMENT, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. The firm strives to provide customized strategies tailored to each client’s unique needs and objectives.
Client Types
GUSTAFSSON WEALTH MANAGEMENT, INC. serves a diverse group of clients, including high net worth individuals, families, professionals, executives, and business owners. The firm also works with retirement plans, trusts, and endowments. The team’s expertise and experience allow them to cater to a wide range of clients with varying financial situations and goals.
Fees & Compensation
As a fee-only firm, GUSTAFSSON WEALTH MANAGEMENT, INC. charges a percentage of assets under management as their main form of compensation. This aligns the firm’s interests with those of their clients and ensures transparency in their financial advisory services. The firm also offers hourly and fixed-fee options for clients who may not require ongoing services or have specific needs.
Background
The firm is led by its founder, John Gustafsson, who has over two decades of experience in the financial services industry. With an MBA in Finance and extensive knowledge in investments and financial planning, Gustafsson is a trusted advisor for his clients. The firm also has a team of experienced advisors with various backgrounds and certifications, providing clients with a well-rounded and knowledgeable team.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), GUSTAFSSON WEALTH MANAGEMENT, INC. is held to a fiduciary standard, meaning they are required to act in the best interests of their clients at all times. The firm also has a clean disciplinary history, with no disclosures or legal actions reported in the past 10 years.