GFG Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GFG Solutions provides discretionary and non‑discretionary asset management and integrated financial planning to individuals, high‑net‑worth clients and business owners. Financial planning is provided as part of its advisory services without a separate fee, and the firm also advises on insurance, retirement rollovers, private equity and commercial real‑estate opportunities for qualified investors.
The firm blends fundamental, technical and tactical analysis to design customized portfolios and emphasizes risk management and insurance strategy as core planning elements. GFG serves as sponsor and portfolio manager for a wrap‑fee program, may engage sub‑advisors and use held‑away platforms, and employs AI tools for administrative support while retaining human oversight of investment recommendations.
Distinctive features disclosed in the brochure include its role as a wrap fee program sponsor and a range of affiliated and outside business activities tied to the principal—such as real‑estate entities, an SPV interest and hard‑money lending introductions—which the firm identifies as potential conflicts of interest. The brochure also notes that some investment adviser representatives are licensed insurance agents who may receive commissions, and that certain alternative investments are offered only to accredited or otherwise qualified clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Under $250,000 - $249,999: 1.20% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.55% Above $10,000,000+: 0.50%
Commission compensation for insurance product sales, including significant upfront commissions up to 140% of first-year premium.
Hourly charges as reported in SEC Form ADV Part 1, but no specific amounts provided in brochure.
Account minimum: $250,000
Main office
150 N. Orange Street, Suite 340
Orlando FL 32801
Advisors at this office
7
Most active in
California · Colorado · Delaware · Florida · Georgia · Indiana · Kentucky · Louisiana · Michigan · Missouri · Nebraska · New Hampshire · New Jersey · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia
Also doing business as
Gfg Investments, LLC · Gfg Solutions · Gfg 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 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.
Quick links
Advisors at this firm
Michelle T
Series 63, Series 65
Orlando, FL
GFG Solutions
Michelle Taylor is a financial advisor at GFG Solutions with 8 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at MML Investors Services, Mass Mutual Life Insurance Co., and Northwestern Mutual in various roles. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategies as key planning components.
Chelsea S
Series 65
Orlando, FL
GFG Solutions
Chelsea Santos is a financial advisor at GFG Solutions with a Series 65 credential. She has one year of industry experience, having previously worked at Omniplex and Caci. Outside of finance, she has been involved with Yaya + Lou and USCS Investigations LLC. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios, with a focus on risk management and insurance strategy.
Claudio G
Series 63, Series 65
Orlando, FL
GFG Solutions
Claudio Gambin Neto is a financial advisor at GFG Solutions with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MassMutual and Northwestern Mutual. Outside of advising, he is involved in several business ventures, including serving as owner of a fishing apparel and gear company. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy.
Benjamin R
Series 65
Orlando, FL
GFG Solutions
Benjamin Richardson is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining GFG Solutions, he worked for Landscape Resources for seven years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as core planning components.
Corey W
Series 65
Orlando, FL
GFG Solutions
Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL. He holds a Series 65 designation and has been with GFG Solutions since 2025. Prior to joining the firm, he worked in the automotive industry for several years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as key elements of its planning process.
Matthew F
Series 63, Series 65
Orlando, FL
GFG Solutions
Matthew Ferratusco is a financial advisor at GFG Solutions with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining GFG Solutions in 2025, he worked at Lyons Wealth Management for 14 years and at Foreside Fund Services, LLC for two years. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a fitness equipment maintenance and repair business. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as core elements of its service.
Jackson G
Series 65
Orlando, FL
GFG Solutions
Jackson Galley is a financial advisor at GFG Solutions with a Series 65 credential and one year of industry experience. Prior to joining GFG Solutions, he worked as a realtor with Premier Sothebys International and has experience in hospitality and retail. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as key components of its planning approach.
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