George Traglia
Advisor at Gentry Private Wealth
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.
Advisor at Gentry Private Wealth
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.
Location
Wichita, KS 67206
Credentials
Series 65
George Traglia is a financial advisor at Gentry Private Wealth in Wichita, KS, holding a Series 65 designation with one year of experience at the firm. His prior work history includes roles in various industries such as commodity brokerage, automotive, construction, health clubs, education, and retail. Gentry Private Wealth provides personalized financial planning and discretionary investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm typically creates customized long-term portfolios using fundamental analysis and offers enhanced client communications, including a wrap fee program and quarterly reports for family office clients.
Based on Gentry Private Wealth
Based on Gentry Private Wealth
Fixed fees for financial planning and consulting services (amount varies per engagement)
$0 - $499,999: 1.75% $500,000 - $999,999: 1.60% $1,000,000 - $2,499,999: 1.35% $2,500,000 - $4,999,999: 1.00% $5,000,000 - $24,999,999: 0.75% $25,000,000 - $49,999,999: 0.50% $50,000,000+: 0.35%
$350 per hour for financial planning and consulting services
Annual retainer fee billed monthly for ongoing financial planning and consulting services (amount varies)
Fee-only: Fixed fees and $350 hourly rate for financial planning and consulting services
8415 E. 21 St Street, North, Suite 150
Wichita, KS 67206
Kansas
Gentry Private Wealth
2026 - Present (1 year)
Schwieterman Commodity Brokerage
2025 - 2026 (1 year)
Briggs Automotive Group
2025 - 2025 (1 year)
Anew Construction
2024 - 2025 (1 year)
Genesis Health Clubs
2023 - 2024 (1 year)
Butler Community College
2022 - 2022 (1 year)
Pella Doors and Windows
2021 - 2022 (1 year)
Genesis Health Clubs
2021 - 2023 (2 years)
Butler Community College
2021 - 2021 (1 year)
Kapaun Mt Carmel High School
2020 - 2021 (1 year)
Freddys Frozen Custard
2020 - 2020 (1 year)
Kapaun Mt Carmel High School
2017 - 2020 (3 years)
Holy Cross Middle School
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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.
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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")