Gainspoletti Wealth Planners
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About the firm
At Gainspoletti Wealth Planners, our goal is to excel at managing investments, offer expert guidance in today's complex financial landscape, and to create comprehensive plans catering to your investment needs. Our client-centric approach helps to ensure that you receive a customized experience, rather than just chasing returns.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investment management and strategic planning, including assessing client objectives, risk perspective, and liquidity needs; creating personalized investment selections and allocations; implementing tailored portfolios; and ongoing management and monitoring of client plans.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 205 | $35M |
| High Net Worth Individuals | 45 | $78M |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 2.00% |
| $100,000-$500,000 | 1.50% |
| $500,000-$1,000,000 | 1.25% |
| $1,000,000-$5,000,000 | 1.00% |
| $5,000,000-$10,000,000 | 0.90% |
| $10,000,000+ | 0.85% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gainspoletti Wealth Planners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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