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Advisors / Pennsylvania / Chester Spring
24yrs

Kenneth Plummer

Financial advisor at Gradient Advisors

Based in Chester Spring, Pennsylvania, Kenneth Plummer is a fiduciary financial advisor with 24 years of industry experience. Kenneth joined Gradient Advisors in 2020, after four years at Virtue Capital Management and less than a year at United Advisors America. Kenneth holds the ChFC designation.

Chester Spring, PAChFCTop 16% by experience at Gradient AdvisorsFiduciary advisor

At a glance

Experience24 years (since 2002)
How that compares ?Top 16% by experience at Gradient Advisors
OfficeChester Spring, PA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$134,534
Advisors at the firm183
States licensed ?1 state

Services through Gradient Advisors

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 2016 – 2020
  3. Jul 2014 – Aug 2014
  4. 2009 – 2015
  5. Jul 2002 – Dec 2003

Questions to ask Kenneth

Tailored to Kenneth’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Kenneth

How do I contact Kenneth?

Call Gradient Advisors at 877-885-0508 and ask for Kenneth Plummer. Kenneth works from the Chester Spring, PA office.

How long has Kenneth been a financial advisor?

Kenneth has been in the industry since 2002, about 24 years. Top 16% by experience at Gradient Advisors.

What licenses does Kenneth hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Kenneth a fiduciary?

Kenneth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kenneth paid?

Gradient Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kenneth for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.