Joseph Gandolfo
Factory · Atlanta, Georgia
Joseph Gandolfo is a fee-only financial advisor at Factory in Atlanta, Georgia, who holds the CFA credential. Factory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Factory |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.5M across 26 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 7590426 |
| Exams passed | Series 63 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | thefactoryhq.com |
| Profile |
How Joseph's firm compares
- Factory's average account is about $3.9 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Joseph
Is Joseph Gandolfo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Factory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Factory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Gandolfo based?
Joseph Gandolfo is based in Atlanta, Georgia.
What credentials does Joseph Gandolfo hold?
Joseph Gandolfo holds the CFA credential.
Is Joseph Gandolfo registered with the SEC?
Yes. Joseph Gandolfo is registered as an investment adviser representative in GA (CRD 7590426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Factory manage?
Factory reports $102.5M across 26 accounts in assets under management.
How do I contact Joseph Gandolfo?
Through Joseph's website, thefactoryhq.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
- Factory 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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