JG
CFP
JG
CFP

Justin Gabriel

4 Years of Experience
Arden Hills, MN

Justin Gabriel is a CFP-designated registered investment advisor at Pitzl Financial, based in Arden Hills, MN, with 4 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 394 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
394 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$498.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees may be negotiable. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.

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

JG
Justin Gabriel

Location

8 Pine Tree Drive, Suite 125, Arden Hills, MN, 55112

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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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Employment History
Current Registrations
Pitzl Financial
July 2021 - Present · 4 yrs 9 mos
State Registrations1 state
MN
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.
JG
Contact
Justin Gabriel