A complete list of active advisors currently associated with Gaylord Wealth Management, LLC

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

Gaylord Wealth Management, LLC is a state‑registered investment adviser that manages approximately $394,706 in discretionary client assets (as of November 30, 2025) and offers asset management, written financial planning, and account/portfolio consultations. The firm implements portfolios primarily with ETFs and mutual funds and also transacts in exchange‑listed securities, options, margin and short sales when appropriate. GWM’s investment process emphasizes fundamental analysis and a blend of strategic and tactical asset allocation, with model‑based portfolio construction tailored to each client’s objectives and allowable restrictions. The firm provides discretionary management alongside non‑implementation consultations and uniquely offers financial planning and portfolio consultation services billed on an hourly or fixed‑fee basis. Although classified as an investment manager that commonly serves pooled or institutional assets, GWM also accepts individual clients outside the high‑net‑worth segment—an atypical client mix for firms in this category—and explicitly uses hourly billing for planning and checkup services. The firm is small and closely held, operates through a custodial/program relationship with Altruist for trade execution and technology support, and retains the flexibility to apply more active techniques within its model portfolios when suitable.

To learn more about the advisors currently working at Gaylord Wealth Management, 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.