GPS Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GPS Investments provides discretionary wealth management, investment management, standalone financial planning, and retirement plan advisory (including 3(21)/3(38) services) to individuals, high‑net‑worth clients, charitable organizations and retirement plans. The firm manages approximately $127.7 million in discretionary assets for about 85 clients and may implement portfolios through direct securities, mutual funds/ETFs, alternative investments, or unaffiliated independent managers.
Investment decisions are guided by fundamental analysis and a generally long‑term orientation, with periodic rebalancing and reviews at least annually to align portfolios with client objectives and risk tolerance. The firm explicitly discloses that it may employ borrowing—such as short‑term margin—in separately managed accounts, a practice it characterizes as increasing liquidity and margin‑call risks and that is uncommon among peers.
Distinctive operational features include a small advisory team that uses Fidelity’s institutional custody and makes use of third‑party access platforms to manage held‑away assets (the adviser bears the platform cost for those arrangements), and the practice of recommending independent managers for portions of client portfolios, sometimes involving referral compensation. The brochure also discloses that certain supervised persons maintain commission‑based broker‑dealer and insurance activities, which the firm manages through disclosures and internal policies.
Client services
Expertise
Fee options
Financial planning services fixed fee from $1,500 to $10,000 per engagement
Up to 2.00% annually (based on factors such as complexity, asset level, and overall relationship; fees may be negotiable)
Fee-only: Financial planning services offered for a fixed fee ranging from $1,500 to $10,000 per engagement, negotiable based on complexity and relationship
Main office
7702 East Doubletree Ranch Road, Suite 300
Scottsdale AZ 85258
Advisors at this office
2
Most active in
Arizona · Texas
Also doing business as
Global Portfolio Solutions, Inc. · Gps Investments
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.
Quick links
Advisors at this firm
William J
CFP®, Series 63, Series 65
Scottsdale, AZ
GPS Investments
William Jones is a CFP® with 36 years of industry experience, currently serving as an advisor at GPS Investments in Scottsdale, AZ. His prior roles include positions at Fortune Financial Services, Mutual Securities, Inc., Mutual Advisors, LLC, and Massachusetts Mutual Life Insurance Co. He is also the CEO and founder of Global Portfolio Solutions, where he provides fee-based advisory services and life insurance solutions. GPS Investments offers discretionary wealth management, financial planning, and retirement plan advisory services to individuals, charitable organizations, and retirement plans. The firm employs a fundamental analysis approach with a long-term orientation, constructing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and independent managers, while also managing accounts actively to meet client objectives.
Trevor C
Series 66
Scottsdale, AZ
GPS Investments
Trevor Cross is a financial advisor with GPS Investments in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mutual Securities, Mutual Advisors, and MML Investors Services. Outside of his advisory work, he is also a licensed insurance agent involved in insurance sales and implementation. GPS Investments provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm manages approximately $128 million in discretionary assets and employs a fundamentally driven, long-term investment approach with periodic portfolio reviews and rebalancing.
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