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Rhonda Kim Fisher

Investment adviser representative at Gradient Advisors, LLC
18 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Gradient Advisors, LLCMay 2024 to now
  2. Secure Financial Solutions, Inc.May 2008 to May 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (SC).

Gradient Advisors, LLC

$289.3MAssets managed
2,152Clients
185Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4176703
Firm CRD
152665
Advisor's SEC record (opens in a new tab)
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