# Gartner Financial Advisors

> Gartner Financial Advisors is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 174285
- Filed as: GARTNER FINANCIAL ADVISORS
- Legal name: Gartner, Neil
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174285
- AdvisorCensus page: https://advisorcensus.com/firm/gartner-financial-advisors-174285

## Quick answers

**How is Gartner Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Gartner Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Gartner Financial Advisors registered with the SEC or a state?**
Gartner Financial Advisors is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174285.

**How much does Gartner Financial Advisors manage?**
Gartner Financial Advisors reports $19,344,201 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (96% discretionary).

**What types of clients does Gartner Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Gartner Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174285

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $19,344,201
- Discretionary: $18,534,777
- Non-discretionary: $809,424

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $974,830 |
| High net worth individuals | 7 | $18,369,371 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gartneradvisors.com
- LinkedIn @gartner-financial-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gartner Financial Advisors (CRD 174285): Form ADV filing data as of October 2026.