GAINSPOLETTI WEALTH PLANNERS

Overview

Gainspoletti Wealth Planners operates as an independent registered investment adviser with individual ownership and SEC registration in 2025. The firm targets individual and family clients and positions itself as a capital allocator—managing portfolios directly while selecting outside managers when appropriate. Its fee arrangements combine a percentage of assets under management with fixed-fee engagements, and the firm also functions as a registered representative of a broker-dealer and as an insurance broker, which broadens the product set available for client solutions. Investment focus skews toward equity exposure: exchange-traded equities are the single largest asset bucket the firm uses. Gainspoletti Wealth Planners provides comprehensive planning and portfolio management across individuals, small businesses and institutional business clients, and supplements advisory work with publications and client education through seminars and workshops. The firm does not identify as an active ESG investor and operates primarily with clients concentrated within a single state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices