AdvisorRanked
70
Some Concerns

GLADSTONE WEALTH PARTNERS

2000 PGA BLVD., PALM BEACH GARDENS, FL 33408
Fiduciaryfee-onlySEC Registered
(908)-719-1313 HTTPS://WWW.FACEBOOK.COM/GLADSTONEWEALTH/ CRD #250787
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$5.7B
Assets Managed
104
Clients
186
Employees
11
Years Active
since 2015

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46140. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46140

7 customer complaint(s)/arbitration(s), 1 financial judgment(s)/lien(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 7

Complaint ratio: 6.73 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameGLADSTONE WEALTH PARTNERS
CRD Number#250787
SEC RegisteredYes
Registration Date2015-07-28
States RegisteredFL
Assets Under Management$5.7B
Number of Clients104
Employees186
Compensation Typefee-only
Last ADV Filing46140

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Frequently Asked Questions

Is GLADSTONE WEALTH PARTNERS a fiduciary?

Yes. GLADSTONE WEALTH PARTNERS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does GLADSTONE WEALTH PARTNERS charge clients?

GLADSTONE WEALTH PARTNERS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does GLADSTONE WEALTH PARTNERS have any complaints?

Yes. GLADSTONE WEALTH PARTNERS has 7 complaint(s) on record. Their complaint ratio is 6.73 per 100 clients (industry average: ~0.15).

How does GLADSTONE WEALTH PARTNERS compare to other advisors in PALM BEACH GARDENS?

GLADSTONE WEALTH PARTNERS has a Red Flag Score of 70/100. There are 29 registered advisory firms in PALM BEACH GARDENS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46140. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.