Todd Gordon
Inside Edge Capital · Saratoga Springs, New York
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.
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Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
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 | $44.8M across 130 accounts |
| SEC registration | Investment adviser representative in MA, NY, TX · CRD 4731474 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.newagewealth.com |
How Todd's firm compares
- Inside Edge Capital's average account is about $345,000, from its Form ADV (assets managed divided by 130 accounts).
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Questions about Todd
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.
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
- Inside Edge Capital 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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