GFG Solutions logo

GFG Solutions

Updated today

Client assets under management

$306,638,684

Clients

315

100% high-net-worth

Advisors

7

of 18 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

45

Low

Average account size

$973,456

About

GFG Solutions provides discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business owners, managing roughly $307 million for about 315 client relationships through a seven‑advisor team. Like most team firms, it charges percentage‑of‑AUM advisory fees and delivers portfolio management for individuals; the firm also states that it does not charge separately for financial planning.

The firm uses a blend of fundamental, technical and tactical analysis to build customized portfolios, emphasizing risk management, tax‑loss harvesting and tailored portfolio construction for business owners and families. It offers specialized strategies including leveraged equity mandates and, for qualifying accredited clients, a performance‑based compensation structure (a 1% fixed management fee on leveraged equity portfolios plus a 20% performance/carried interest above a 15% IRR after one year) and sponsors a wrap‑fee program in which the firm pays transaction costs.

Distinctive aspects noted in the brochure are its role as wrap‑fee program sponsor and its use of performance‑based fees, both relatively uncommon among similar team firms and requiring additional conflict oversight. The brochure also discloses extensive outside business activities by firm principals, commission‑based insurance sales, private‑equity and real‑estate offerings (including finder fees), and operational features such as AI‑assisted real‑time note‑taking — items the firm says it manages through disclosure and supervisory policies.

Client services

Portfolio management

Expertise

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Parents Married/Couples/Partners Mid-Career Professionals

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Fee options

Percentage

$0 - $249,999: 1.10% - 1.20% $250,000 - $499,999: 1.00% - 1.10% $500,000 - $999,999: 0.90% - 1.00% $1,000,000 - $1,999,999: 0.80% - 0.90% $2,000,000 - $2,999,999: 0.70% - 0.80% $3,000,000 - $4,999,999: 0.60% - 0.65% $5,000,000 - $9,999,999: 0.50% - 0.55% $10,000,000+: 0.50%

Commissions

Commission compensation for insurance products sold by investment advisor representatives acting as insurance agents

Project-based
Performance-based

20% performance fee on carried interest above a 15% IRR hurdle for qualified clients, plus 1% fixed management fee for leveraged equity portfolios

Other

Account minimum: $100,000 Fee-only: Asset-based fees only, no commissions on securities

Main office location

GFG Solutions

150 N. Orange Street, Suite 340

Orlando FL 32801, United States

Number of offices

1

Most active in

California · Colorado · Delaware · Florida · Georgia · Michigan · New Jersey · North Carolina · Ohio · Pennsylvania · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michelle T

Series 63, Series 65

Orlando, FL

GFG Solutions

Michelle Taylor is a financial advisor at GFG Solutions in Orlando, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at MML Investors Services and Northwestern Mutual, where she worked across wealth management and insurance companies. GFG Solutions serves individual and high-net-worth clients as well as business owners, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, insurance advisory, and access to alternative investments. The firm employs a customized investment process combining fundamental, technical, and tactical analysis and manages approximately $229 million in client assets with a team of nine advisors.

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive Parents Married/Couples/Partners Mid-Career Professionals
user avatar

Antonio V

Series 65

Orlando, FL

GFG Solutions

Antonio Vaglica is a financial advisor at GFG Solutions with one year of industry experience. He holds a Series 65 designation and has prior experience with MassMutual, MML Investors Services, and New York Life. Outside of his advisory role, he is a partner at LABC Cost Seg, LLC, where he manages operations and consults on real estate tax strategies. GFG Solutions serves individual and high-net-worth clients as well as business owners, offering portfolio management, financial planning, insurance advisory, and access to alternative investments. The firm uses a customized investment approach that combines fundamental, technical, and tactical analysis, and provides both discretionary and non-discretionary services.

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive Parents Married/Couples/Partners Mid-Career Professionals
user avatar

Vincent A

Series 63, Series 65

Orlando, FL

GFG Solutions

Vincent Amalfitano is a financial advisor at GFG Solutions in Orlando, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior work history includes roles at MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. GFG Solutions serves individual and high-net-worth clients as well as business owners, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, insurance advisory, and access to alternative investments. The firm employs a customized investment process combining fundamental, technical, and tactical analysis and offers distinctive services such as wrap-fee programs and performance-based fee arrangements for qualified clients.

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive Parents Married/Couples/Partners Mid-Career Professionals
user avatar

Landon A

Series 66

Tampa, FL

GFG Solutions

Landon Archangelo is a financial advisor at GFG Solutions in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Co, and Northwestern Mutual Investment Services LLC. Outside of advisory work, he is a partner at GFG Solutions providing consulting services to business owners on entity and organizational matters. GFG Solutions serves individual and high-net-worth clients as well as business owners, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, insurance advisory, and access to alternative investments. The firm employs a customized investment approach that integrates fundamental, technical, and tactical analysis, with insurance and risk management as core components of its planning process.

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive Parents Married/Couples/Partners Mid-Career Professionals
user avatar

Claudio G

Series 63, Series 65

Orlando, FL

GFG Solutions

Claudio Gambin Neto is a financial advisor at GFG Solutions with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MassMutual and Northwestern Mutual in various roles. Outside of his advisory work, he is involved in several business ventures, including consulting and owning a fishing apparel and gear company. GFG Solutions serves individual and high-net-worth clients as well as business owners, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and insurance advisory. The firm employs a combined fundamental, technical, and tactical investment approach to create customized portfolios and provides access to alternatives such as private equity and real estate.

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive Parents Married/Couples/Partners Mid-Career Professionals
user avatar

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 at Landscape Resources for seven years and attended Florida Southern College. GFG Solutions serves individual and high-net-worth clients as well as business owners, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, insurance advisory, and access to alternative investments. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios and provides specialized services such as retirement-plan rollover guidance and held-away account oversight.

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive Parents Married/Couples/Partners Mid-Career Professionals
user avatar

Matthew F

Series 63, Series 65

Orlando, FL

GFG Solutions

Matthew Ferratusco is a financial advisor at GFG Solutions with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lyons Wealth Management and Foreside Fund Services, LLC. 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 serves individual and high-net-worth clients as well as business owners, offering portfolio management, comprehensive financial planning, insurance advisory, and access to alternative investments. The firm employs a customized investment approach combining fundamental, technical, and tactical analysis and manages approximately $229 million in client assets with a team of nine advisors.

Business ownership considerations Business sale tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive Parents Married/Couples/Partners Mid-Career Professionals
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