# Gunn Financial Advisors, LLC

> Gunn Financial Advisors, LLC is a state-registered investment advisory firm in Safety Harbor, FL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 319331
- Filed as: GUNN FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Safety Harbor, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319331
- AdvisorCensus page: https://advisorcensus.com/firm/gunn-financial-advisors-llc-safety-harbor-fl-319331

## Quick answers

**How is Gunn Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gunn Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Gunn Financial Advisors, LLC located?**
Gunn Financial Advisors, LLC's principal office is in Safety Harbor, FL, according to its Form ADV.

**Is Gunn Financial Advisors, LLC registered with the SEC or a state?**
Gunn Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319331.

**How much does Gunn Financial Advisors, LLC manage?**
Gunn Financial Advisors, LLC reports $3,963,499 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Gunn Financial Advisors, LLC 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/319331

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,963,499
- Discretionary: $3,963,499
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $3,963,499 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gunnadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gunn Financial Advisors, LLC (CRD 319331): Form ADV filing data as of October 2026.