Gw Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GW Financial serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning, tax strategy and investment management. Like many peers, the firm emphasizes individual portfolio management and comprehensive planning rather than selling insurance or commissioned products.
The firm follows an evidence‑based, factor‑informed investment approach aligned with Dimensional Fund Advisors principles, constructing broadly diversified portfolios with exchange‑traded funds and no‑load mutual funds and applying disciplined rebalancing. Portfolios are managed on an individual, primarily discretionary basis and advisory relationships are delivered through ongoing wealth management engagements.
Distinctive features include that standalone investment management is closed to new clients and new clients are onboarded through the firm’s Wealth Management service tiers, and the firm offers standalone financial consultations that are typically verbal and do not include a formal written plan. GW Financial operates as a fee‑only adviser with no third‑party product affiliations, manages roughly $134 million with a two‑advisor team, and does not routinely vote client proxies.
Client services
Expertise
Occupation focus
Fee options
$500 per 90-minute financial consulting session
$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.80% annually $4,000,001 - $6,000,000: 0.40% annually $6,000,001 - $10,000,000: 0.20% annually $10,000,001+: Negotiated
Account minimum: $1,000,000 Fee-only: Fee-only financial planning and investment management services; no commissions or third-party compensation accepted.
Main office
See office5470 Kietzke Lane, Suite 300
Reno NV 89511
Advisors at this office
1
Offices (2)
Most active in
California · Florida · Hawaii · Minnesota · Nevada · New Hampshire · Texas
Also doing business as
Glenn Woody Financial Consultants Inc · Gw Financial · Gw Financial, Inc.
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
Scott A
CFP®, Series 63, Series 66
Newport Beach, CA
Gw Financial
Scott Anderson Jr. is a CFP® with 20 years of industry experience, currently serving as an advisor at GW Financial since 2014. He also operates Scott Anderson Financial, Inc. and has been an instructor in accounting at Chapman University since 2010. In addition to his advisory roles, he provides personal tax services as a CPA and enrolled agent. GW Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning, tax strategy, and investment management. The firm employs an evidence-based, factor-informed investment approach using broadly diversified portfolios primarily with exchange-traded funds and no-load mutual funds, offering advisory relationships through ongoing wealth management engagements.
Julianna B
CFP®, Series 65
Reno, NV
Gw Financial
Julianna Bray is a CFP® with 12 years of industry experience, currently serving as an advisor at GW Financial in Reno, NV. She has been with the firm, formerly known as Glenn Woody Financial Consultants, Inc., since 2010. GW Financial, Inc. is a registered investment adviser that provides personalized financial planning, tax strategy advice, and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based, factor-oriented investment approach using broadly diversified portfolios of low-cost mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.
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