Gessner Wealth Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gessner Wealth Strategies is a state-registered investment adviser that provides comprehensive financial planning, targeted consulting, and discretionary portfolio management to individual and business clients. Services described in the brochure include written financial plans, estate-planning coordination, retirement-plan advice, and assistance implementing recommendations through third‑party providers and separately managed account options.
The firm’s process emphasizes developing an Investment Policy Statement through detailed data gathering and then implementing asset-allocation strategies using selected sub‑advisors and model portfolios. Gessner Wealth Strategies describes ongoing monitoring of sub‑advisors (including capabilities for separately managed accounts and direct indexing), periodic account reviews, and the authority to trade on a discretionary basis when engaged.
Noteworthy features in the brochure that distinguish the firm from many peers include regularly offered public educational seminars at no charge, the use of third‑party ratings and client testimonials in its advertising, and the managing member’s insurance agent appointments — a source of commission compensation disclosed as a potential conflict of interest. The brochure also notes the firm’s use of a third‑party scrivener for estate‑document work and optional tax‑efficient, custom separately managed account and household tax‑optimization services as part of its implementation toolkit.
Client services
Expertise
Fee options
Financial Planning fees typically range from $3,600 to $8,500 depending on complexity
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.70% $25,000,001+: 0.50%
Insurance commissions received by Managing Member as licensed insurance agent; clients are not obligated to engage
Financial Planning and Consulting Services $250 to $500 per hour depending on complexity
Annual financial planning update fees may be charged; solicitor fees paid by firm as flat subscription fees for client leads
Account minimum: $1,000,000 Minimum fee: $250 minimum for accounts without Direct Equity or Fixed Income Securities; $500,000 times the fee rate for Direct Equity Securities or Direct Fixed Income Securities Fee-only: Financial Planning fees $250-$500 per hour; Consulting Services fees $250-$500 per hour; Financial Planning flat fees typically range from $3,600 to $8,500
Main office
1717 St James Place, Suite 625
Houston TX 77056
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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