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How does the advisor help clients: Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a comprehensive range of financial services to meet individual client needs
- Emphasizes proactive communication and education to help clients make informed decisions about their finances
- Has extensive experience and expertise in financial management and planning
Facts and Insights:
John L. Gunn & Associates, LLC is a leading financial advisory firm that specializes in providing personalized financial planning and investment management services. With their commitment to helping clients achieve their financial goals, the firm has become a trusted partner for individuals and families seeking competent and reliable financial advice.
The firm’s primary focus is to help clients build and preserve wealth by creating customized investment strategies that are aligned with their goals and risk tolerance. They also offer a comprehensive range of financial services, including retirement planning, estate planning, education planning, and tax planning, to help clients make the most of their assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 12 years |
Financial Services Offered:
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Investment management
Client Types:
- High net worth individuals
- Business owners
- Retirees
- Professionals
- Executives
Fees & Compensation:
John L. Gunn & Associates, LLC follows a fee-based model for their services, which means they charge a percentage of the assets under management as their fee. The firm does not receive any additional compensation from third parties, ensuring that their advice is always in the best interest of their clients.
Background:
John L. Gunn, the founder, and principal of the firm has over 20 years of experience in the financial services industry. He is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) charterholder, and has also attained the Accredited Investment Fiduciary (AIF®) designation.
The firm has a team of highly qualified advisors who bring a diverse range of skills and experience to the table. They are dedicated to providing exceptional service and building long-term relationships with their clients.
Financial Advisor Disclosures to Know:
John L. Gunn & Associates, LLC has a clean record with no disciplinary actions or regulatory sanctions. The firm upholds the highest ethical standards, and their advisors are required to act in the best interest of their clients at all times.