A complete list of active advisors currently associated with GT Wealth LLC

Warmer can help you find a great advisor at GT Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at GT Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.