Gainspoletti Wealth Planners fees and pricing
Financial planner in Cleveland, Mississippi. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 1, 2026, Gainspoletti Wealth Planners charges $100-$300 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Clients are typically charged a fixed fee ranging from $1,500 - $5,000 or may be charged on an hourly basis generally at $100 $300 per hour, depending on the type and complexity of financial planning services to be provided.”
- Flat or project fee
- $1,500-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gainspoletti Wealth Planners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment is generally due quarterly in advance based on the value of the account at the beginning of the applicable period (i.e. the end of the prior period) and is generally deducted from the account (although may be directly billed in some cases).”
- “If terminated, a client will receive a prorated refund of any prepaid fees which are unearned and paid in advance based on the number of days of service provided during the partial period.”
- “For fees paid in arrears, fees will be charged for partial periods on a prorated basis based on the number of days of service provided during the partial period.”
How Gainspoletti Wealth Planners’ fees compare
- Its hourly rate of $100-$300 is below the Mississippi median of $300. None of the 10 other Mississippi planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 spans the Mississippi median of $3,000. 62% of the 13 other Mississippi planners that publish a flat or project fee charge less.
About Gainspoletti Wealth Planners
“Gainspoletti provides personalized fee-based investment management to individuals, retirement plans, trusts, estates and small businesses.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 250
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $127,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333768
- Phone
- (662) 843-6090
Can advise clients in 6 states: Arkansas, Louisiana, Mississippi, North Carolina, Tennessee, Texas
Other planners in Mississippi that publish fees
- Barnes Pettey Financial Advisors, LLCClarksdale$750-$3,000
- Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
- Brick Street FinancialClinton$500/hr, $1,500-$2,500
- Caldric CapitalSeminary$200/hr
- Collaborative AdviceMadison$300/hr, $2,000-$10,000
- Duncan Wealth Management, LLCMadison$300/hr, $1,000-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.