# Todd Gordon

> Todd Gordon is a fee-only financial advisor at Inside Edge Capital in Saratoga Springs, New York. Inside Edge Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/todd-gordon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Inside Edge Capital
- **Based in:** Saratoga Springs, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $44.8M across 130 accounts
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 4731474 (https://adviserinfo.sec.gov/individual/summary/4731474)
- **SEC registration:** Investment adviser representative in MA, NY, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.newagewealth.com/

## Frequently asked questions

### Is Todd Gordon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Inside Edge Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Todd charge for financial advice?

Todd's firm, Inside Edge Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Todd Gordon based?

Todd Gordon is based in Saratoga Springs, New York.

### Is Todd Gordon registered with the SEC?

Yes. Todd Gordon is registered as an investment adviser representative in MA, NY and TX (CRD 4731474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Inside Edge Capital manage?

Inside Edge Capital reports $44.8M across 130 accounts in assets under management.

### How do I contact Todd Gordon?

Through Todd's website, www.newagewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4731474): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://insideedgecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.