Wilbert Guilford, CFP, PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
The firm provides commission-free, fee-only financial planning and consulting to individuals, families, and small businesses, covering retirement, college savings, estate planning, insurance review, and business development. It prepares written engagement agreements and delivers written or electronic comprehensive financial plans and follow-up reviews as requested.
Operating under a fiduciary standard and the CFP Board’s code, the firm develops investment policy statements and asset-allocation models that primarily use no-load mutual funds and passive index vehicles, and it employs fundamental, technical, and cyclical analysis where applicable. The adviser does not exercise portfolio management discretion or custody client assets; clients choose custodians and may implement recommendations through third-party managers.
Notable distinctions include an affiliated accounting practice through which the principal prepares income tax returns and provides tax-related advice, and a licensed insurance role that may result in commission-based insurance placements if clients retain that service. The firm also offers educational seminars and provides financial counseling to servicemembers under contract, and it relies on fixed and hourly planning fees rather than charging asset-based AUM fees, which is uncommon for firms in the investment-manager category.
Client services
Financial planning
Educational seminars or workshops
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business succession planning
Occupation focus
Military & Veterans
Self-Employed
Demographic focus
Retired
Approaching retirement
Fee options
Comprehensive Financial Planning is provided on a one-time fixed fee basis between $1,500 and $5,000.
Commission from insurance broker if client retains Wilbert Guilford to acquire recommended insurance.
Hourly fees for financial advice range from $100 to $200 per hour.
Fee-only: Comprehensive Financial Planning fixed fee between $1,500 and $5,000 depending on complexity; hourly fees ranging from $100 to $200 per hour for financial advice and ongoing monitoring; educational seminars fees range from free to $800 per seminar or $0 to $30 per participant.
Main office location
Wilbert Guilford, CFP, PLLC
1502 W. Willow Ave
Phoenix AZ 85029, United States
Number of offices
1
Most active in
Wilbert Guilford, CFP, PLLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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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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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