Bradley Gilbert
Thrive Portfolios · San Diego, California
Bradley Gilbert is a fee-only financial advisor at Thrive Portfolios in San Diego, California. Bradley charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Thrive Portfolios |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $2.9M across 41 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4458821 |
| Exams passed | Series 63 (2001) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thriveportfolios.com |
| Profile |
How Bradley's firm compares
- Thrive Portfolios's average account is about $70,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Bradley
Is Bradley Gilbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Thrive Portfolios reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley charges a percentage of assets.
How much does Bradley charge?
According to Thrive Portfolios's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Bradley Gilbert based?
Bradley Gilbert is based in San Diego, California.
Is Bradley Gilbert registered with the SEC?
Yes. Bradley Gilbert is registered as an investment adviser representative in CA (CRD 4458821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thrive Portfolios manage?
Thrive Portfolios reports $2.9M across 41 accounts in assets under management.
How do I contact Bradley Gilbert?
Through Bradley's website, thriveportfolios.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Thrive Portfolios website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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