Allen Gibson
GIBSON WEALTH ADVISORS LLC · Tyler, Texas
Allen Gibson is a fee-only financial advisor at GIBSON WEALTH ADVISORS LLC in Tyler, Texas, who holds the CFP, ChFC and CDFA credentials. Allen charges a percentage of assets (0.75% a year on the first tier of assets managed and a $3,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | GIBSON WEALTH ADVISORS LLC |
|---|---|
| Based in | Tyler, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75% a year on the first tier of assets managed · A $3,000,000 asset minimum |
| Assets under management | $186.1M across 419 accounts |
| Credentials | CFP · ChFC · CDFA · CRPC |
| SEC registration | Investment adviser representative in TX · CRD 2192804 |
| Exams passed | Series 63 (1992) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | gibsonwealthadvisors.com |
How Allen's firm compares
- GIBSON WEALTH ADVISORS LLC's average account is about $444,000, from its Form ADV (assets managed divided by 419 accounts).
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Questions about Allen
Is Allen Gibson a fee-only financial advisor?
Yes. Allen Gibson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Allen's firm.
How does Allen charge for financial advice?
Allen charges a percentage of assets.
How much does Allen charge?
According to GIBSON WEALTH ADVISORS LLC's website, checked October 28, 2026: 0.75% a year on the first tier of assets managed; a $3,000,000 asset minimum.
Where is Allen Gibson based?
Allen Gibson is based in Tyler, Texas.
What does Allen specialize in?
Allen's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Allen works with retirees, pre-retirees and multi-generational families.
What credentials does Allen Gibson hold?
Allen Gibson holds the CFP, ChFC, CDFA and CRPC credentials.
Is Allen Gibson registered with the SEC?
Yes. Allen Gibson is registered as an investment adviser representative in TX (CRD 2192804), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does GIBSON WEALTH ADVISORS LLC manage?
GIBSON WEALTH ADVISORS LLC reports $186.1M across 419 accounts in assets under management.
How do I contact Allen Gibson?
Through Allen's website, gibsonwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tyler
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- GIBSON WEALTH ADVISORS LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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