Gradient Capital Advisors, LLC

Gradient Capital Advisors, LLC (CRD# 168912) is a financial advisory firm headquartered in San Diego, CA. They manage $240,514,849 in 1,121 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    241
    MILLION
  • Total Number of Accounts
    1,121
    ACCOUNTS
  • Average Account Value
    $214,554
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AZ, CA, NH, TX, WA

Financial Advisors at Gradient Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Timothy A. Sagawa
CRD#: 4627677
2125 Poinsettia Avenue, San Diego, CA 92107
96
Wealthminder
score

Timothy Sagawa (CRD# 4627677) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has over 13 years of experience in the finance industry. Timothy Sagawa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rodney A. Simms
CRD#: 1854316
2125 Poinsettia Avenue, San Diego, CA 92107
96
Wealthminder
score

Rodney Simms (CRD# 1854316) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has over 21 years of experience in the finance industry. Rodney Simms has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric H. Yeager
CRD#: 4137867
2125 Poinsettia Avenue, San Diego, CA 92107
96
Wealthminder
score

Eric Yeager (CRD# 4137867) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has over 16 years of experience in the finance industry. Eric Yeager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Eric E. Simms
CRD#: 2575354
2125 Poinsettia Avenue, San Diego, CA 92107
93
Wealthminder
score

Eric Simms (CRD# 2575354) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has over 21 years of experience in the finance industry.

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