# David Gibbs

> David Gibbs is a fee-only financial advisor at Successful Wealth Strategies in Farmington, Connecticut. David charges hourly fees and an ongoing planning fee and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Successful Wealth Strategies
- **Based in:** Farmington, Connecticut
- **Fee model:** Hourly; Ongoing planning fee
- **Assets under management (firm):** $50.6M across 187 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Mid-life transitions, Divorced individuals
- **CRD:** 1375737 (https://adviserinfo.sec.gov/individual/summary/1375737)
- **SEC registration:** Investment adviser representative in CT, FL, MA, PA, TX
- **Exams passed:** Series 63 (1988), Series 65 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://successfulwealthstrategies.com/

## Frequently asked questions

### Is David Gibbs a fee-only financial advisor?

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

### How does David charge for financial advice?

David charges hourly fees and an ongoing planning fee.

### Where is David Gibbs based?

David Gibbs is based in Farmington, Connecticut.

### What does David specialize in?

David's specialties include retirement planning and estate & legacy planning. David works with mid-life transitions and divorced individuals.

### Is David Gibbs registered with the SEC?

Yes. David Gibbs is registered as an investment adviser representative in CT, FL, MA, PA and TX (CRD 1375737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Successful Wealth Strategies manage?

Successful Wealth Strategies reports $50.6M across 187 accounts in assets under management.

### How do I contact David Gibbs?

Through David's website, successfulwealthstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1375737): 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://successfulwealthstrategies.com/): specialties, clients served, and fees, checked October 30, 2026

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