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Home > Retirement Planners > texas > tyler > GIBSON WEALTH ADVISORS, LLC
GIBSON WEALTH ADVISORS, LLC
1015 Pruitt Place
Suite 105
Tyler, Texas 75703
Tel: 214-347-7475
About GIBSON WEALTH ADVISORS, LLC
GIBSON WEALTH ADVISORS, LLC, formally registered with the SEC as GIBSON WEALTH ADVISORS, LLC. The firm was established in 04/12/2022. They have over 3 offices throughout the country.
GIBSON WEALTH ADVISORS, LLC is a Tyler, Texas based Financial Planning firm with nearly $118,831,929 assets under management, offering retirement planning & investment advisory services to 408 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 285077 |
| SEC# | 801-123644 |
| Assets Managed by Firm | $118,831,929 |
| No. of Clients | 408 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 408 | $118,831,929 |
| Individuals (other than high net worth individuals) | 142 | $42,295,812 |
| High net worth individuals | 37 | $76,536,117 |
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