Advisor at Gaylord Wealth Management, LLC
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Firm
Gaylord Wealth Management, LLC
Location
Rocklin, CA 95765
Credentials
CFA®, Series 63, Series 65
Industry experience
17 years
Peter Gaylord is the principal of Gaylord Wealth Management, LLC in Rocklin, CA, holding the CFA® designation and Series 63 and 65 licenses with 17 years of industry experience. He has led his firm since 2013 and has operated Peter Gaylord Services, Inc. since 2001. Outside of investment management, he also serves as president and consultant for Peter Gaylord Consulting, Inc., providing business and marketing consulting. Gaylord Wealth Management, LLC manages discretionary client assets primarily through ETFs and mutual funds, employing a combination of fundamental analysis and strategic and tactical asset allocation. The firm serves both institutional and individual clients, offering financial planning and portfolio consultation services on an hourly or fixed-fee basis.
Based on Gaylord Wealth Management, LLC
Based on Gaylord Wealth Management, LLC
Financial planning fixed fee generally $1,000 to $5,000
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Financial planning services hourly fee $175 to $300 per hour; Account and Portfolio Consultations hourly fee $125 to $325 per hour
Account and Portfolio Consultations monthly fee typically $500 to $2,000 per month
Account minimum: $25,000 Fee-only: Financial planning hourly fees $175 to $300 per hour; fixed fees $1,000 to $5,000
6520 Lonetree Blvd., #2030
Rocklin, CA 95765
California
Gaylord Wealth Management, LLC
2013 - Present (13 years)
Peter Gaylord Services, Inc
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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