A complete list of active advisors currently associated with Wilbert Guilford, CFP, PLLC

Warmer can help you find a great advisor at Wilbert Guilford, CFP, PLLC or one who fits your needs even better.

The firm provides commission-free, fee-only financial planning and consulting to individuals, families, and small businesses, covering retirement, college savings, estate planning, insurance review, and business development. It prepares written engagement agreements and delivers written or electronic comprehensive financial plans and follow-up reviews as requested. Operating under a fiduciary standard and the CFP Board’s code, the firm develops investment policy statements and asset-allocation models that primarily use no-load mutual funds and passive index vehicles, and it employs fundamental, technical, and cyclical analysis where applicable. The adviser does not exercise portfolio management discretion or custody client assets; clients choose custodians and may implement recommendations through third-party managers. Notable distinctions include an affiliated accounting practice through which the principal prepares income tax returns and provides tax-related advice, and a licensed insurance role that may result in commission-based insurance placements if clients retain that service. The firm also offers educational seminars and provides financial counseling to servicemembers under contract, and it relies on fixed and hourly planning fees rather than charging asset-based AUM fees, which is uncommon for firms in the investment-manager category.

To learn more about the advisors currently working at Wilbert Guilford, CFP, PLLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.