Gary Gardner
Gary Gardner is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Walnut Creek, CA, with 49 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
1399 Ygnacio Valley Blvd., Suite 29, Walnut Creek, CA, 94598
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2010Customer Dispute
May 1989Other Business Activities
Gary is an owner of Life & Wealth Advisors, a registered investment advisory firm. He spends nearly full-time on this business, with most of the time during trading hours.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Life&wealth Advisors, INC.
Chauner Securities, INC.Broker
Legacy Wealth Advisors, LLC
Unison Capital GroupBroker
American Investors CompanyBroker
Patterson Financial Services, INC.Broker
Financial Planners Equity CorporationBroker
American Investors CompanyBroker
Interpacific Investors Services, INC.Broker
Dave Fries and AssociatesBroker
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.