Gladwyn Financial Advisors, Inc.
SEC RegisteredYour Guide to Personal Financial Success
About the firm
Gladwyn Financial Advisors is a location-independent advisory firm based in Northern Virginia that serves clients throughout the country. Since 2005, Gladwyn has focused on helping individuals and families ignore the frenetic financial news and simply follow their plan. The firm operates as a fiduciary 100% of the time and emphasizes simplicity, low-cost passive index funds, and comprehensive financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advice, retirement planning, financial planning, education planning, divorce financial analysis, tax planning, and insurance advice.
Who they serve
Individuals and families of all financial circumstances, including recent retirees, mid-career professionals, small business owners, and new college graduates, served throughout the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $26M |
| High Net Worth Individuals | 47 | $143M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $50,000 | 2.00% |
| $50,001 to $100,000 | 1.50% |
| $100,001 to $500,000 | 1.25% |
| $500,001 to $1,000,000 | 1.00% |
| $1,000,001 to $1,250,000 | 0.90% |
| $1,250,001 to $2,500,000 | 0.80% |
| $2,500,001 to $5,000,000 | 0.70% |
| $5,000,001 to $7,500,000 | 0.60% |
| $7,500,001 to $10,000,000 | 0.50% |
| $10,000,001 and higher | 0.40% |
Data as of January 22, 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. Gladwyn Financial Advisors, Inc. 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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