Gabriel Nardi
Tadpole Investments · Stamford, Connecticut
Gabriel Nardi is a fee-only financial advisor at Tadpole Investments in Stamford, Connecticut, who holds the CFA credential. Gabriel charges a percentage of assets and hourly fees ($100 an hour and 1% a year on the first tier of assets managed).
Request an introduction to Gabriel →
Facts
| Firm | Tadpole Investments |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $100 an hour · 1% a year on the first tier of assets managed · A $20,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.0M across 18 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 6549907 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tadpoleinvest.com |
| Profile |
How Gabriel's firm compares
- The hourly rate is $100, below the US median of $300 for fee-only firms that publish prices.
- Tadpole Investments's average account is about $111,000, from its Form ADV (assets managed divided by 18 accounts).
Request an introduction to Gabriel
Tell Gabriel a little about what you're looking for. Gabriel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gabriel
Is Gabriel Nardi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gabriel holds no broker registration, and Tadpole Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gabriel charge for financial advice?
Gabriel charges a percentage of assets and hourly fees.
How much does Gabriel charge?
According to Tadpole Investments's website, checked October 30, 2026: $100 an hour; 1% a year on the first tier of assets managed; a $20,000 asset minimum.
Where is Gabriel Nardi based?
Gabriel Nardi is based in Stamford, Connecticut.
What credentials does Gabriel Nardi hold?
Gabriel Nardi holds the CFA credential.
Is Gabriel Nardi registered with the SEC?
Yes. Gabriel Nardi is registered as an investment adviser representative in CT (CRD 6549907), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tadpole Investments manage?
Tadpole Investments reports $2.0M across 18 accounts in assets under management.
How do I contact Gabriel Nardi?
Through Gabriel's website, www.tadpoleinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Tadpole Investments 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.
See something wrong? Request a correction. Read our methodology.