Benjamin William Bristol

Gradient Wealth Management

Broker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management

Gradient Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

96 advisors

Number of Clients

3,268 clients

Average Client Portfolio

$181K average

Assets Under Management

$591.1M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

4105 Lexington Avenue N, Suite 380, Arden Hills, MN, 55126

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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.

Employment History

Current Registrations

Gradient Wealth Management

April 2025 - Present · 10 mos

Gradient Securities, LLCBroker

January 2025 - Present · 1 yr 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.