A complete list of active advisors currently associated with GFS Financial Advisors, LLC
Warmer can help you find a great advisor at GFS Financial Advisors, LLC or one who fits your needs even better.
GFS Financial Advisors, LLC serves individuals and high‑net‑worth individuals with fee‑based financial planning and advisory services, offering hourly and fixed‑fee planning engagements and a paid newsletter/market update service called Money Matters (via Forfield Advisors) at $29.99 per month or $240 per year. The firm reports no assets under management and generally does not manage individual client portfolios directly, instead placing client assets with third‑party money managers. The firm operates primarily as a co‑advisor and referral intermediary, helping clients select model portfolios, complete paperwork, and acting as the ongoing liaison to managers such as Simplicity Wealth, Gradient Investments, Inspire, and Camelot while sharing in their advisory fees and, in some cases, receiving incentive payments. Financial plans are delivered within 90 days, account reviews are conducted at least quarterly, and investment discretion over specific securities typically remains with the third‑party managers rather than with the firm. Notable distinctions disclosed in the brochure include the subscription newsletter offering (an uncommon revenue source among peers) and a managing member who maintains a separate, commission‑generating insurance and precious‑metals business that generates more than half of his revenue, creating potential conflicts of interest that are addressed in the firm’s disclosures and procedures. Taken together with the firm’s lack of direct portfolio management and reported $0 AUM, these compensation arrangements and service model are atypical for an independent single‑advisor firm and are factors clients should review in the brochure.
To learn more about the advisors currently working at GFS Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Hazleton, PA
| 15
|
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