David Gibbs
Successful Wealth Strategies · Farmington, Connecticut
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.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Successful Wealth Strategies |
|---|---|
| Based in | Farmington, Connecticut |
| Fee model | Hourly · Ongoing planning fee |
| Assets under management | $50.6M across 187 accounts |
| SEC registration | Investment adviser representative in CT, FL, MA, PA, TX · CRD 1375737 |
| Exams passed | Series 63 (1988) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | successfulwealthstrategies.com |
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Questions about David
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.
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
- Successful Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- 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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