Gianna Mossotti
QuadCap Wealth Management · Frisco, Texas
Gianna Mossotti is a fee-only financial advisor at QuadCap Wealth Management in Frisco, Texas. Gianna focuses on retirement planning, estate & legacy planning and tax planning. QuadCap Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Gianna →
Specialties
Who they serve
- Executives
- Pre-retirees
Facts
| Firm | QuadCap Wealth Management |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.34B across 1,974 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7168729 |
| Exams passed | Series 66 (2020) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.quadcapwm.com |
Request an introduction to Gianna
Tell Gianna a little about what you're looking for. Gianna 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 Gianna
Is Gianna Mossotti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gianna holds no broker registration, and QuadCap Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gianna charge for financial advice?
Gianna's firm, QuadCap Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gianna Mossotti based?
Gianna Mossotti is based in Frisco, Texas.
What does Gianna specialize in?
Gianna's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Gianna works with executives and pre-retirees.
Is Gianna Mossotti registered with the SEC?
Yes. Gianna Mossotti is registered as an investment adviser representative in TX (CRD 7168729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does QuadCap Wealth Management manage?
QuadCap Wealth Management reports $1.34B across 1,974 accounts in assets under management.
How do I contact Gianna Mossotti?
Through Gianna's website, www.quadcapwm.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
- QuadCap Wealth Management 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.