GT Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GT Wealth LLC provides financial planning and portfolio management to individual clients, offering one‑time, project‑based retirement planning engagements as well as ongoing planning relationships and traditional assets‑under‑management services. The firm works with near‑retirees — including federal employees covered by FERS and CSRS — and also offers employee benefit plan advisory services to plan sponsors.
The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, using low‑cost index mutual funds and ETFs to implement diversified asset allocations and tax‑aware withdrawal considerations. It manages discretionary accounts where authorized, but also supports clients who prefer to self‑implement (for example, maintaining assets in employer plans such as the TSP) and may recommend third‑party managers (TAMPs) when appropriate.
What distinguishes the firm from many peers is its small scale and narrow client base — a solo adviser operating with a limited roster and relatively modest AUM — combined with an emphasis on project‑based retirement readiness work and flat‑fee planning options alongside AUM services. The principal is a CFP certificant, the firm reports no third‑party compensation or related‑party arrangements, and it does not participate in wrap‑fee programs.
Client services
Expertise
Demographic focus
Fee options
Retirement Readiness Roadmap fee ranges from $2,000 to $10,000 based on complexity
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Ongoing Financial Planning fees paid monthly or quarterly, starting at $3,600 annually up to $10,000 annually
Fee-only: Ongoing Financial Planning flat fees starting at $3,600 per year up to $10,000 per year; Retirement Readiness Roadmap $2,000 - $10,000 fixed project fee
Main office
336 Cumberland St S
Lebanon PA 17042
Advisors at this office
1
Most active in
Pennsylvania · Texas
Also doing business as
Beyond Your Exit Wealth Management · Beyond Your Exit Wealth Management LLC · Gt Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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