Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIEDWealthcare Advisory Partners DBA Gunn Financial Associates
1010 S El Camino Real, Suite 203
San Clemente, CA 92672
888-902-5999
About Wealthcare Advisory Partners DBA Gunn Financial Associates
Gunn Financial Associates provides financial planning, retirement, and investment services to high net worth individuals, families, and business owners. With over 40 years of experience, we help you achieve your financial goals through strategic investment management, retirement planning, tax optimization, and asset protection.
See Disclosures
General Information
Firm Start Year
1989
No. of Employees
2-4
automated call
Yes
CRD#
5326196
Firm CRD#
171976
Insurance License#
0I67971
Name of Custodial Firm
SEI Private Trust, Schwab, Fidelity
Years of Experience in Financial Services
20
Number of Years with Current Firm
18
Work Experience
Ryan began his professional journey at Wells Fargo Financial, where he provided bilingual support to both English and Spanish-speaking clients, specializing in credit repair, debt consolidation, and mortgage refinancing. Soon after, he transitioned to an independent role as a financial planner at Aegis Wealth Group. These early career experiences paved the way for his move to Gunn Financial Associatesa wealth advisory firm established in 1989where he works alongside his father to serve high-net-worth families and business owners both locally and nationwide.
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Services
Investment Types
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Annuities, Stocks, Options & Futures, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Video Conference, Our Office, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CEPA®
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Financial Organization Memberships
Academy of Preferred Financial Advisors
Firm Information
Firm's Number of Clients
100+
Firm's Number of Planning Clients
100+
Firm's Number of Managed Clients
100+
Assets Managed by Firm
8,000,000,000
Advisor's Number of Clients
125+
Advisor's Number of Managed Clients
125+
Advisor's Number of Planning Clients
100+
Total Assets Under Management by Advisor
$175,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
Negotiable
Additional Details on Charges
Our pricing is designed to be transparent and flexible. We offer flat fees and retainer-based pricing tailored to the scope of your needs, as well as asset-based fees for clients seeking asset management services. A detailed fee schedule is provided during your initial consultation.
Minimum Fee Charged for Managed Accounts
Negotiable
Minimum Fee Charged for Hourly Planning Accounts
Negotiable
Education
BA Finance - Finance
University of Utah
2001 -2005
Finance - Finance
University of Utah
2002 -2005
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1877803/retirementplanning-Wealthcare-Advisory-Partners-DBA-Gunn-Financial-Associates-detailed-disclosure.html
Disclaimer
Investment advisory services offered by Wealthcare Advisory Partners LLC, dba Gunn Financial Associates. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Insurance services offered through Ryan Gunn CA Insurance Lic. #0I67971.