Gary Scott Webb
Advisor at Webb Financial Group — Bloomington, MN
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.
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
None foundExperience Industry experience
12 years
Location
Bloomington, MN 55431
Webb Financial Group
Supported
Total advisors
3Clients per advisor
224 Very HighAvg AUM per client
$590,193 LowHNW client ratio
0% Very LowGary Webb is a financial advisor with Webb Financial Group in Bloomington, MN, where he has worked for 28 years. He has 12 years of industry experience and is part of a four-advisor team. Webb Financial Group provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, estates, entrepreneurs, small business owners, and corporate executives. The firm uses a client-centered process to develop portfolios with mutual funds, ETFs, individual securities, and other vehicles, and manages over $371 million in assets.
Based on Webb Financial Group
Based on Webb Financial Group
$0+: 1.4% +: 0.5%
$150 to $500 per hour
Open retainer fee ranging from $1,500 to $25,000 annually, payable quarterly
Account minimum: $250,000 Minimum fee: Minimum advisory fee or retainer may be charged when account size requirements are waived, but no specific amount stated
Bloomington, MN
8120 Penn Avenue South, Suite 177
Bloomington MN 55431
Advisors at this office
3
Minnesota
12 years of industry experience
Webb Financial Group
1998 - Present • 28 years
Bloomington, MN
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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