Gilbert Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gilbert Financial, LLC is an SEC‑registered independent advisory firm that provides customized portfolio management and related investment advisory services to individuals, high‑net‑worth clients, trusts, and corporations. The firm manages accounts primarily on a discretionary basis for roughly 150 clients and oversees about $110 million in client assets.
Portfolios are built around individualized asset‑allocation models tied to age, risk tolerance, employment status, and retirement horizon, with implementation that often emphasizes dividend‑paying domestic equities, short‑term corporate bonds, and diversified exposure via mutual funds and ETFs. Investment decisions are guided by a combination of fundamental screening (using S&P Analytics), technical chart analysis, and periodic sector/cyclical review; holdings are selected from a maintained master list and are typically averaged into over time rather than relying on market timing.
Notable features relative to many peers include the firm’s asset base for a small advisory team and an explicit fixed‑income practice that generally holds bonds until call or maturity rather than actively trading them. The firm uses an institutional custodian platform for execution, research and back‑office support without receiving payments from that custodian, generally leaves proxy voting to clients, and can operate under both discretionary and non‑discretionary arrangements.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% Over $1,000,000+: 1% +: Bond Portfolios: 0.75%
Fee-only: Management fees only, no commissions
Main office
25 Norton Street
Honeoye Falls NY 14472
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Gilbert Financial, LLC · Gilbert, Jack Sorensen
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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