Advisor at McCarthy Wealth & Tax Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McCarthy Wealth & Tax Advisors
Location
Springboro, OH 45066
Credentials
CFP®, Series 66
Industry experience
18 years
Christian Gilbert is a CFP® with 18 years of industry experience, currently serving at McCarthy Wealth & Tax Advisors in Springboro, OH. He has worked with Wealth Advisors, LLC and McCarthy Tax Services, LLC since 2006. In addition to his advisory role, he assists with tax preparation and administrative tasks at McCarthy Tax Services. McCarthy Wealth & Tax Advisors offers discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities. The firm utilizes third-party manager programs and model portfolios, monitoring manager performance to maintain alignment with client objectives, and is affiliated with an accounting practice to provide integrated tax and financial services.
Based on McCarthy Wealth & Tax Advisors
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commission-based compensation earned by licensed insurance agents for insurance product sales, separate from advisory fees
Account minimum: $500,000 Minimum fee: $6,000 minimum annualized fee, may be waived or lowered at discretion
115 South Main Street
Springboro, OH 45066
Ohio
Wealth Advisors, Llc
2006 - Present (20 years)
Mccarthy Tax Services, Llc
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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What About Us Financial
MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.
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