Gordian Wealth Advisors, LLC

Gordian Wealth Advisors, LLC (CRD# 281775) is a financial advisory firm headquartered in Mill Valley, CA. They manage $128,000,000 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $735,632
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gordian Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Elliott S. Elbaz
CRD#: 2839674
100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
93
Wealthminder
score

Elliott Elbaz (CRD# 2839674) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 20 years of experience in the finance industry.

2
Scott P. Peters
CRD#: 1414526
100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
93
Wealthminder
score

Scott Peters (CRD# 1414526) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 32 years of experience in the finance industry.

3
Michael A. Phippen
CRD#: 3020686
100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
93
Wealthminder
score

Michael Phippen (CRD# 3020686) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 15 years of experience in the finance industry.

4
Nicholas D. Mettler
CRD#: 6182487
100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
90
Wealthminder
score

Nicholas Mettler (CRD# 6182487) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.