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Gw Financial

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Client assets under management

$128,095,106

Clients

93

56% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

47

Typical

Average account size

$1,377,367

About

GW Financial serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning, tax strategy and investment management. Like many peers, the firm emphasizes individual portfolio management and comprehensive planning rather than selling insurance or commissioned products.

The firm follows an evidence‑based, factor‑informed investment approach aligned with Dimensional Fund Advisors principles, constructing broadly diversified portfolios with exchange‑traded funds and no‑load mutual funds and applying disciplined rebalancing. Portfolios are managed on an individual, primarily discretionary basis and advisory relationships are delivered through ongoing wealth management engagements.

Distinctive features include that standalone investment management is closed to new clients and new clients are onboarded through the firm’s Wealth Management service tiers, and the firm offers standalone financial consultations that are typically verbal and do not include a formal written plan. GW Financial operates as a fee‑only adviser with no third‑party product affiliations, manages roughly $134 million with a two‑advisor team, and does not routinely vote client proxies.

Client services

Financial planning Portfolio management Selection of other advisers Financial consulting

Expertise

General retirement planning General tax planning Wealth management Active portfolio management College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Fixed

$500 per 90-minute financial consulting session

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.80% annually $4,000,001 - $6,000,000: 0.40% annually $6,000,001 - $10,000,000: 0.20% annually $10,000,001+: Negotiated

Other

Account minimum: $1,000,000 Fee-only: Fee-only financial planning and investment management services; no commissions or third-party compensation accepted.

Main office location

Gw Financial

5470 Kietzke Lane, Suite 300

Reno NV 89511, United States

Number of offices

1

Most active in

More info

California · Florida · Hawaii · Minnesota · Nevada · New Hampshire · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

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

Quick links

LinkedIn Facebook Instagram Website 714-850-0534

Advisors at this firm

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user avatar

Scott A

CFP®, Series 63, Series 66

Newport Beach, CA

Gw Financial

Scott Anderson is a CFP® with 19 years of industry experience, currently serving as an advisor at GW Financial since 2014. He also operates Scott Anderson Financial and has been an accounting instructor at Chapman University since 2010. In addition to his advisory work, Anderson provides personal tax services as a CPA and enrolled agent. GW Financial is a registered investment adviser that offers personalized financial planning, tax strategy advice, and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based, factor-oriented investment approach using broadly diversified portfolios of low-cost mutual funds and ETFs, managing accounts on discretionary and non-discretionary bases.

General retirement planning General tax planning Wealth management Active portfolio management College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Julianna B

CFP®, Series 65

Reno, NV

Gw Financial

Julianna Bray is a CFP® with 12 years of industry experience, currently serving as an advisor at GW Financial in Reno, NV. She has been with the firm, formerly known as Glenn Woody Financial Consultants, Inc., since 2010. GW Financial, Inc. is a registered investment adviser that provides personalized financial planning, tax strategy advice, and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based, factor-oriented investment approach using broadly diversified portfolios of low-cost mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

General retirement planning General tax planning Wealth management Active portfolio management College savings (529s, UTMA, etc.) Founder/Business Owner
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