Steven Gilbert
Advisor at Gilbert Wealth
Updated today
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
Gilbert Wealth
Location
Fort Wayne, IN
Credentials
CFP®, Series 66
Industry experience
11 years
About
Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.
Client services
Based on Gilbert Wealth
Financial planning
Portfolio management
Selection of other advisers
Fee options
Project-Based Financial Planning fixed fee of $800 (negotiable depending on complexity)
Hourly Financial Planning engagements at $250 per hour (negotiable)
Account minimum: $65,000 Minimum fee: Annual flat fee of $1,200 for Investment Management Services Fee-only: Ongoing Comprehensive Financial Planning fee ranges from $250 to $1,800 per month or $750 to $5,400 per quarter (negotiable)
Location
Fort Wayne, IN
Most active in
Steven G has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Work history
Gilbert Wealth
2021 - Present (5 years)
CX Institutional
2021 - 2021 (1 year)
CPM Group
2018 - 2021 (3 years)
Ameriprise Financial Services, Inc.
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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