Brent Martinson is a CFP-designated registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 20 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brent is a financial case manager at Case Central, LLC, producing financial reports for outside advisors, which is a full-time commitment. He also owns rental property and volunteers as an assistant hockey coach, dedicating about 10-20% of his time to coaching.
Employment History
Current Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
PNC InvestmentsBroker
PNC Investments
Transamerica Investors Securities CorporationBroker
Transamerica Retirement Advisors, LLC
Fidelity Brokerage Services LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.