Gilbert Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,311,303
Clients
23
22% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$1,013,535
About
Gilbert Wealth provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, offering ongoing comprehensive planning, project-based engagements, and hourly consultations. The firm’s planning scope includes analyses of net worth, cash flow, insurance, retirement, college funding, estate considerations, tax strategies, and business planning, and it may refer clients to third‑party money managers when appropriate.
The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, typically using index funds and ETFs while also employing third‑party managers and separately managed accounts for strategies such as direct indexing and tax‑loss harvesting. Gilbert Wealth couples written or electronic financial plans with ongoing monitoring and periodic account reviews as part of its planning engagements.
Notably, the firm does not use percentage‑of‑AUM pricing and instead relies on flat and fixed fee arrangements, and it makes investment management available only to clients who participate in its ongoing planning service — practices that are less common among independent peers. Gilbert Wealth also makes use of client testimonials in its advertising and offers customized direct‑indexing options through separately managed accounts, both of which are relatively uncommon features for firms of this type.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning fixed fee of $800 (negotiable depending on complexity)
Hourly Financial Planning engagements at $250 per hour (negotiable)
Account minimum: $65,000 Minimum fee: Annual flat fee of $1,200 for Investment Management Services Fee-only: Ongoing Comprehensive Financial Planning fee ranges from $250 to $1,800 per month or $750 to $5,400 per quarter (negotiable)
Main office location
Gilbert Wealth
Fort Wayne IN, United States
Number of offices
1
Most active in
Gilbert Wealth has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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
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