Gibson Monroe Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gibson Monroe Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and employer‑sponsored retirement plans. Like many independent advisors, it delivers discretionary portfolio management and offers financial planning and consulting tailored to client goals.
The firm emphasizes a personalized, fiduciary relationship with continuous client contact and a primarily long‑term, fundamental analysis approach to portfolio construction, using low‑cost mutual funds and ETFs while permitting individual stocks, bonds, annuities, REITs and other instruments where appropriate. GMWA may also engage independent managers, uses third‑party platforms to access or manage held‑away accounts, and conducts regular reviews to align allocations with client objectives.
What is distinctive about GMWA is its affiliation with an insurance business: an owner is a licensed insurance professional who implements insurance recommendations separately and earns commission‑based compensation (disclosed as a potential conflict of interest and estimated to occupy about 10% of that person’s time). The firm also provides pension consulting and acts in ERISA fiduciary roles for retirement plans, and it offers in‑house tax and estate planning and related services — a combination of plan fiduciary work and affiliated insurance activity that is less common among similarly sized independent advisors managing approximately $10.2 million in client assets.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $5,000 to $20,000; estate planning fees up to $1,750; tax planning/preparation fees $500 to $3,000.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Insurance commissions earned by Mr. Matthews as independent insurance professional, separate from advisory fees.
Minimum fee: $4,350 (may be reduced or waived at Advisor's discretion) Fee-only: Investment advisory fees based on assets under management; fixed fees for financial planning ($5,000 to $20,000) and estate planning (up to $1,750); fixed fees for tax planning/preparation ($500 to $3,000).
Main office
2100 Embarcadero, #105
Oakland CA 94606
Advisors at this office
1
Most active in
California
Also doing business as
Gibson Monroe Wealth Advisors · Gibson Monroe Wealth Advisors 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.
Forms ADV
Quick links
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