Barbara Gault
Barbara S. Gault · Sausalito, California
Barbara Gault is a fee-only financial advisor at Barbara S. Gault in Sausalito, California, who holds the CFP credential. Barbara S. Gault reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Barbara S. Gault |
|---|---|
| Based in | Sausalito, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.2M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4621983 |
| Exams passed | Series 63 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Barbara's firm compares
- Barbara S. Gault's average account is about $432,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Barbara
Is Barbara Gault a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Barbara S. Gault reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Barbara S. Gault, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barbara Gault based?
Barbara Gault is based in Sausalito, California.
What credentials does Barbara Gault hold?
Barbara Gault holds the CFP credential.
Is Barbara Gault registered with the SEC?
Yes. Barbara Gault is registered as an investment adviser representative in CA (CRD 4621983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barbara S. Gault manage?
Barbara S. Gault reports $14.2M across 33 accounts in assets under management.
How do I contact Barbara Gault?
Contact details aren't on file yet. Search for Barbara S. Gault.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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