G.S. Woods Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
3
Advisors
1
of 1 employees
About
G.S. Woods Wealth Management works with individuals, families, small businesses, professionals, charitable organizations, and employee benefit plans, including pension or municipal plan engagements. The firm provides financial planning, insurance advice, business planning and consulting, pension consulting, and referrals to third‑party asset managers.
The firm emphasizes goals‑based financial planning and long‑term strategic asset allocation using financial planning software and a top‑down analytical approach, but it does not take custody of client assets or accept discretionary portfolio authority. Rather than managing individual portfolios in‑house, the adviser refers clients to unaffiliated third‑party asset managers and assists with manager selection, implementation, and periodic reviews, receiving solicitor/referral compensation where applicable.
Noteworthy features include an AI‑based budgeting application (No Fuss Budget) and an outreach program that offers discounted consultations for veterans, service members, police and fire personnel, along with periodic educational materials and workshops. The firm also maintains a small client roster with no direct assets under management and performs multi‑year pension consulting for government entities, distinguishing its practice model from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for various financial planning services: Retirement Solutions $3,000; Silver Solutions $5,000; Gold Solutions $7,000; Business Planning $18,000; Financial Plan Update 30% of original fee.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80%
Hourly rate of $150 per hour for financial planning and consultation services.
Subscription fees for AI-based personal budget app: $5/month or $50/year.
Minimum fee: Financial Planning Fixed Fees range from $3,000 to $18,000 depending on plan type; Financial Plan Update is 30% of original fee. Fee-only: Fixed fees for financial planning from $3,000 to $18,000; hourly rate $150/hour.
Main office
Forest Hilll MD
Advisors at this office
1
Most active in
Maryland · Pennsylvania
Also doing business as
G.S. Woods Financial Solutions LLC · G.S. Woods Wealth Management
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
Quick links
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