# Bradley Bolnick

> Bradley Bolnick is a fee-only financial advisor at GCB Private Wealth in Austin, Texas. Bradley focuses on tax planning, estate & legacy planning and small business owners. GCB Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bradley-bolnick/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** GCB Private Wealth
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $39.6M across 156 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Executives, Founders
- **CRD:** 5597614 (https://adviserinfo.sec.gov/individual/summary/5597614)
- **SEC registration:** Investment adviser representative in CA, LA, MN, NJ, NY, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.gcbprivatewealth.com

## Frequently asked questions

### Is Bradley Bolnick a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and GCB Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bradley charge for financial advice?

Bradley's firm, GCB Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Bradley work with clients virtually?

Yes. GCB Private Wealth says on its website that it works with clients remotely.

### Where is Bradley Bolnick based?

Bradley Bolnick is based in Austin, Texas.

### What does Bradley specialize in?

Bradley's specialties include tax planning, estate & legacy planning and small business owners. Bradley works with executives and founders.

### Is Bradley Bolnick registered with the SEC?

Yes. Bradley Bolnick is registered as an investment adviser representative in CA, LA, MN, NJ, NY and TX (CRD 5597614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GCB Private Wealth manage?

GCB Private Wealth reports $39.6M across 156 accounts in assets under management.

### How do I contact Bradley Bolnick?

Through Bradley's website, www.gcbprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5597614): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.gcbprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.