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Gibson Wealth Advisors, LLC

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Total assets under management

$164,694,957

Total clients

187

26% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

62

Average account size

$880,722

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial Planning fixed fees range from $5,000 to $100,000; Estate Planning and Tax Preparation fees range from $500 to $5,000

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

$350 per hour for Financial Planning services

Other

Account minimum: $500,000 Minimum fee: $7,500 annual minimum fee for Wealth Management and Held-Away Account Services Fee-only: Wealth Management and Financial Planning services are fee-only; no commissions are accepted.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Gibson Wealth Advisors, LLC

Tyler TX, United States

Number of offices

5

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 214-347-7475

Advisors at this firm

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Allen G

CFP®, ChFC®, CRPC®

Tyler, TX

Gibson Wealth Advisors, LLC

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

General estate planning guidance General retirement planning General tax planning Gen X (Born 1965-1980)
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Victor W

Series 63, Series 65

Tyler, TX

Gibson Wealth Advisors, LLC
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Raymond C

Series 65

Tyler, TX

Gibson Wealth Advisors, LLC
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Kylar G

Series 66

Tyler, TX

Gibson Wealth Advisors, LLC
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