JG
JG

John Gaudin

28 Years of Experience
Sells Insurance

John Gaudin is a registered investment advisor at Argenta Wealth Management, based in North Little Rock, AR, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 82 clients with $84M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
82 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$83.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.30%

Fees are negotiable based on assets under management, complexity of goals, and level of service.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

301 Main Street, Suite 202, North Little Rock, AR, 72114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is involved in several nonprofit arts organizations and owns real estate through John Gaudin Consulting, LLC and S & R Real Estate, LLC. He is also licensed as an independent insurance agent.

Employment History
Current Registrations
Argenta Wealth Management
February 1998 - Present · 28 yrs 2 mos
Previous Registrations
Gaudin and Associates, INC.
February 1998 - April 2003 · 5 yrs 2 mos
State Registrations1 state
AR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.