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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2015
- Office Locations
- 1
Office Locations
About Gartner Financial Advisors
Gartner Financial Advisors is a fee-only financial planning and investment advisory firm serving Greater Cincinnati and clients nationwide. Led by CFP professional Neil Gartner, the firm delivers comprehensive, objective planning and portfolio construction to help clients organize, protect, and grow assets through life transitions. Investment implementation emphasizes disciplined asset allocation and Dimensional Fund Advisors strategies, with a no-commission fiduciary approach.
Team overview
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Fund Managers
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
NEIL TODD GARTNER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6449293
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,534,777 | -- |
| Non-Discretionary | $809,424 | -- |
| Total | $19,344,201 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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