GUNNELL FINANCIAL PLANNING

Overview

Gunnell Financial Planning is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm blends ongoing financial planning with discretionary portfolio management for individuals and small businesses and offers pension consulting-style services. It also operates as an insurance broker and provides accounting-related services, so planning often integrates insurance and tax-aware considerations alongside investment management. Investment activity centers on public equities, with a stated preference for exchange-traded instruments. The firm uses a fee mix that includes a percentage of assets under management, hourly charges and fixed-fee engagements, allowing for both ongoing advisory relationships and project-based planning work. Given the small total asset base and client profile, Gunnell Financial Planning appears to favor liquid, easily tradable instruments for core allocations while supplementing client portfolios with third-party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices