Gibert Wealth Management
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About
Gibert Wealth Management provides discretionary wealth management and retirement plan advisory services for retirement plan sponsors, business entities and fiduciary-type clients such as trusts, estates, charitable organizations and non-profits. The firm reports roughly $316 million in discretionary assets under management and delivers ongoing services that include investment selection, portfolio construction, monitoring and participant education for employer plans.
Portfolios are managed on a discretionary AUM basis and may include a broad mix of securities—stocks, bonds, mutual funds, ETFs, REITs, structured notes and, where appropriate, alternative investments—with the firm also able to recommend third‑party independent managers through a custodian program. Gibert describes an investment process that uses quantitative and qualitative analysis and modern portfolio theory, and it discloses potential use of margin, options and non-traded investments with attendant liquidity and risk considerations.
Notable aspects of the firm include that its representatives are licensed to sell insurance and may receive commissions or non‑cash compensation for insurance and annuity sales, a potential conflict the brochure acknowledges and addresses under its fiduciary duties. The firm is small by headcount but manages a multi‑hundred‑million dollar book of discretionary assets, does not vote client proxies (clients retain proxy responsibility), and may take custody for fee deduction and standing limited transfer authorizations.
Client services
Expertise
Fee options
$0 - $250,000: 1.60% $250,000 - $500,000: 1.45% $500,000 - $1,000,000: 1.30% $1,000,000+: 1.15%
Main office
See office2820 Selwyn Ave, Suite 420
Charlotte NC 28209
Advisors at this office
1
Offices (2)
Most active in
Georgia · Louisiana · North Carolina · South Carolina
Also doing business as
Gibert Wealth Management · Gibert Wealth Management, 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.
Advisors at this firm
Paul G
CFP®, Series 63, Series 65
Charlotte, NC
Gibert Wealth Management
Paul Gibert Jr. is a CFP® with 30 years of industry experience and is a principal at Gibert Wealth Management in Charlotte, NC. He previously worked for Kestra Advisory and Kestra Investment Services from 2010 to 2026. Gibert also holds a minor shareholding in a family real estate and investment company. Gibert Wealth Management offers discretionary wealth management and retirement plan advisory services to retirement plan sponsors, business entities, and fiduciary clients including trusts and charitable organizations. The firm manages roughly $316 million in assets using a mix of quantitative and qualitative analysis along with modern portfolio theory to construct and monitor diversified portfolios.
Brenton S
Series 63, Series 65, Series 66
Chapel Hill, NC
Gibert Wealth Management
Brenton Smith is a financial advisor at Gibert Wealth Management in Chapel Hill, NC, holding Series 63, 65, and 66 licenses with 22 years of industry experience. His prior roles include positions at Kestra Investment Services, LLC, Merrill, and BB&T Securities. Smith also has experience as a registered representative handling securities trading and advisory services through Kestra-affiliated entities. Gibert Wealth Management provides discretionary wealth management and retirement plan advisory services to retirement plan sponsors, fiduciary clients, and business entities. The firm manages approximately $316 million in discretionary assets, utilizing a diversified investment approach that includes both quantitative and qualitative analysis and offers access to independent managers through custodian programs.
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