GFP Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$195,305,355
Clients
48
85% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$4,068,862
About
GFP Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small business owners. Services described in the brochure include cash flow and tax analysis, retirement and estate planning, risk management, and ongoing portfolio oversight.
The firm expresses a market-efficient, low-cost investment philosophy, generally recommending no-load mutual funds, ETFs, U.S. government securities and customized asset allocation tied to each client’s cash needs, tax situation and risk tolerance. GFP typically implements and monitors portfolios through an unaffiliated sub-adviser, Asset Dedication, which holds discretionary trading authority and provides operational support for client accounts.
What distinguishes GFP from many independent peers is its explicit work with corporate and small business clients alongside individual households, and its client structure that involves separate advisory agreements with the third-party manager it recommends. The firm is fee-only, does not accept commissions, and maintains a written Code of Ethics and personal trading policies intended to address potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Flat fee ranging from $1,500 to $20,000 for Limited Financial Planning Engagements based on scope and complexity
$0 - $2,000,000: 0.82% total annual advisory fee (0.62% GFP + 0.20% Asset Dedication) $2,000,001 - $5,000,000: 0.52% total annual advisory fee (0.32% GFP + 0.20% Asset Dedication) $5,000,001 - $15,000,000: 0.37% total annual advisory fee (0.17% GFP + 0.20% Asset Dedication) $15,000,001+: Customized (no specific rate provided)
Hourly rate ranges from $200 to $500 for Limited Financial Planning Engagements in special circumstances
Account minimum: $5,500 minimum annual fee for Financial Planning and Portfolio Management; $1,500 minimum fee for Limited Financial Planning Engagements Minimum fee: $5,500 minimum annual fee for Financial Planning and Portfolio Management Fee-only: Fee-only advisory firm; no commissions or third-party compensation accepted
Main office location
GFP Wealth Management
25 W Rolling Oaks Drive, Suite 111
Thousand Oaks CA 91361, United States
Number of offices
1
Most active in
GFP Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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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