Gaylord Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$394,706
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Gaylord Wealth Management, LLC is a state‑registered investment adviser that manages approximately $394,706 in discretionary client assets (as of November 30, 2025) and offers asset management, written financial planning, and account/portfolio consultations. The firm implements portfolios primarily with ETFs and mutual funds and also transacts in exchange‑listed securities, options, margin and short sales when appropriate.
GWM’s investment process emphasizes fundamental analysis and a blend of strategic and tactical asset allocation, with model‑based portfolio construction tailored to each client’s objectives and allowable restrictions. The firm provides discretionary management alongside non‑implementation consultations and uniquely offers financial planning and portfolio consultation services billed on an hourly or fixed‑fee basis.
Although classified as an investment manager that commonly serves pooled or institutional assets, GWM also accepts individual clients outside the high‑net‑worth segment—an atypical client mix for firms in this category—and explicitly uses hourly billing for planning and checkup services. The firm is small and closely held, operates through a custodial/program relationship with Altruist for trade execution and technology support, and retains the flexibility to apply more active techniques within its model portfolios when suitable.
Client services
Expertise
Fee options
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
Main office location
Gaylord Wealth Management, LLC
6520 Lonetree Blvd., #2030
Rocklin CA 95765, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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