A complete list of active advisors currently associated with Wayne Gilbert & Company

Warmer can help you find a great advisor at Wayne Gilbert & Company or one who fits your needs even better.

Wayne Gilbert & Company provides one-time financial planning and consulting primarily to individual clients, delivering written plans and advice on cash flow, insurance, retirement and other financial goals. The firm is a solo, state-registered adviser and does not provide ongoing portfolio management, custody, or discretionary trading. The firm's work is centered on long-term financial planning and efficient asset allocation: the adviser collects client documents, analyzes goals, risk tolerance and financial status, and prepares a written report (typically delivered within three months) with recommendations that clients are expected to implement themselves. The firm relies on third‑party account statements and reports when evaluating client positions and does not recommend specific buy/sell actions or manage accounts on an ongoing basis. Distinctively, the adviser also serves as a registered representative of a broker‑dealer and is licensed to sell commission‑based insurance products, so implementation of plan recommendations can generate transaction or insurance commissions payable to the adviser in those separate capacities. Unlike many peers, the firm does not provide portfolio management or charge asset‑based (percentage‑of‑AUM) advisory fees, which makes understanding implementation costs and potential conflicts of interest important when engaging the firm.

To learn more about the advisors currently working at Wayne Gilbert & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.