Gibson Monroe Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,200,000
Total clients
57
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
57
Average account size
$178,947
About
Gibson Monroe Wealth Advisors provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm offers discretionary portfolio management, financial planning and retirement‑plan advisory (including ERISA 3(21) services), and may implement strategies using mutual funds, ETFs, individual securities, annuities, REITs and third‑party managers or platforms.
Operating as a fiduciary, the firm builds customized, primarily long‑term portfolios guided by fundamental analysis and a focus on low‑cost diversified funds, while making shorter‑term trades as needed for rebalancing or client objectives. Accounts are monitored on a continuous basis with periodic reporting and oversight of any independent managers or held‑away accounts the client authorizes the firm to access.
A distinctive feature is the firm’s affiliation with an insurance business: the firm’s principal is a licensed insurance professional who sells insurance products for separate commissions, which creates a potential conflict of interest between advisory recommendations and insurance sales. The firm also offers estate‑document facilitation and tax planning/preparation services through third‑party providers and participates on an institutional custody platform that provides technology and other economic benefits—features that stand out for a small, supported practice managing roughly $10 million for a modest client base.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Wealth management
Real estate investing
General estate planning guidance
General tax planning
Fee options
Financial planning fixed fees ranging from $5,000 to $20,000; estate planning fixed fee up to $1,750; tax planning and preparation fees ranging from $500 to $3,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Minimum fee: $4,350 minimum annual fee, may be reduced or waived at Advisor’s discretion Fee-only: Investment advisory fees and fixed fees for financial planning; no commissions for advisory services
Main office location
Gibson Monroe Wealth Advisors
2100 Embarcadero, #105
Oakland CA 94606, United States
Number of offices
1
Most active in
Gibson Monroe Wealth Advisors 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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