Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Temple, TX 76502
SPC
Enterprise
Gabriel Logsdon is a financial advisor with SPC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014 and worked previously at Principal Financial Services. Outside of finance, he serves as Senior Pastor and President of the Board of Directors at Calvary Chapel Temple in Temple, TX, where he leads church operations and provides pastoral care. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and maintains notable affiliations with broker-dealers and insurance agencies.
Based on SPC
Based on SPC
Segmented financial plans up to $750; comprehensive plans up to $10,000; ongoing consulting fees capped at $600/month ($1,800/quarter) unless approved otherwise
$0 - $500,000 or below: 2.50% (negotiable) $500,001 - $750,000: 1.75% (negotiable) $750,001 - $1,000,000: 1.50% (negotiable) $1,000,001+: 1.25% (negotiable)
Commissions earned by registered representatives on securities transactions and insurance product sales (e.g., annuities), separate from advisory fees
Up to $300 per hour for financial planning; up to $50 per hour for staff time
Ongoing consulting services charged as recurring flat fee; capped as noted above
Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts; may apply to accounts below $20,000
Temple, TX
6173 W. Adams Avenue, Suite C 200
Temple TX 76502
Advisors at this office
1
Texas
16 years of industry experience
Sigma Planning Corporation
2014 - Present • 12 years
Ann Arbor, MI
Sigma FInancial Corporation
2014 - Present • 12 years
Ann Arbor, MI
Principal Financial Services
2014 - 2014 • 1 year
TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Temple, TX
Whisper Wealth Advisors LLC
Thomas Cooper is a CFP® and the principal of Whisper Wealth Advisors LLC with two years of experience in financial advising. He previously worked at Maxwell Locke & Ritter LLP for seven years and owns an accounting firm, Thomas Cooper CPA PLLC. Whisper Wealth Advisors LLC provides discretionary investment management and financial planning services, employing a combination of passive and active strategies focused on asset allocation. The firm uses both direct management and third-party model portfolios and offers flexible billing options including percentage-of-assets fees and project-based planning.
CFP®, Series 63, Series 65
Harker Heights, TX
De Rosa Asset Management, LLC
Paul De Rosa is a CFP® with 38 years of experience in the financial industry. He is the sole advisor at De Rosa Asset Management, LLC, an independent firm he has led since 2024. His prior experience includes ten years at Gateway Advisory, LLC and fourteen years at Merrill. De Rosa Asset Management provides discretionary investment management to individuals, trusts, estates, corporations, and other business entities, managing approximately $50 million in assets. The firm uses a dynamic, model-driven approach focused on ETFs, including Buffer ETFs, and applies technical analysis to adjust equity exposure and cash holdings.
Series 63, Series 65
Belton, TX
Burr Financial Services, LLC
Michael Killeen is a financial advisor with Burr Financial Services, LLC in Belton, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Independent Financial Group for ten years before joining Burr Financial Services in 2022. Outside of advisory services, he is an insurance agent offering life and long-term care insurance through Trumark Insurance Services. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-method investment process and offers tailored portfolios incorporating both long- and short-term strategies, alongside services such as retirement, trust and estate, tax integration, education, and insurance planning.
CFP®, Series 63
Salado, TX
The Personal Wealth Coach
Samantha Varacalli is a CFP® certificant affiliated with The Personal Wealth Coach in Salado, TX. She has less than one year of industry experience and has held roles at Northwestern Mutual Wealth Management Company and other firms since 2024. The Personal Wealth Coach serves individuals, families, trusts, foundations, and employer-sponsored retirement plans, providing investment portfolio design, discretionary portfolio management, and limited financial planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing strategic asset allocation and fund selection guided by Morningstar ratings and management criteria.
CFP®, Series 63
Salado, TX
The Personal Wealth Coach
Jeffrey Mcclure is a CFP® with 34 years of industry experience, currently serving as an advisor at The Personal Wealth Coach since 2007. He holds a Series 63 license and works from Salado, TX. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design and discretionary portfolio management alongside limited personal financial and business planning. The firm’s investment approach is grounded in Modern Portfolio Theory, focusing on strategic asset allocation and disciplined fund selection, with an emphasis on value and mid-cap exposures.
Series 63, Series 65
Salado, TX
The Personal Wealth Coach
Jacob Mcclure is a financial advisor with The Personal Wealth Coach, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with The Personal Wealth Coach since 2007. Outside of advising, he owns a sole proprietorship involved in artwork and serves as chairman of the board for Salado Montessori Inc., a nonprofit educational institution. The Personal Wealth Coach advises individuals, families, trusts, foundations, and employer-sponsored retirement accounts, providing investment portfolio design, discretionary portfolio management, and limited financial and business planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on strategic asset allocation across multiple asset classes and using Morningstar criteria for fund selection.
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