# Frank Gavidia

> Frank Gavidia is a fee-only financial advisor at Globe & Anchor Wealth Management & Financial Planning in Walnut Creek, California, who holds the CFP credential. Globe & Anchor Wealth Management & Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/frank-gavidia/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Globe & Anchor Wealth Management & Financial Planning
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $57.5M across 165 accounts
- **Credentials:** CFP
- **CRD:** 2360057 (https://adviserinfo.sec.gov/individual/summary/2360057)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1993), Series 65 (1993)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://globeandanchorwealth.com

## Frequently asked questions

### Is Frank Gavidia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Globe & Anchor Wealth Management & Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Frank charge for financial advice?

Frank's firm, Globe & Anchor Wealth Management & Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Frank Gavidia based?

Frank Gavidia is based in Walnut Creek, California.

### What credentials does Frank Gavidia hold?

Frank Gavidia holds the CFP credential.

### Is Frank Gavidia registered with the SEC?

Yes. Frank Gavidia is registered as an investment adviser representative in CA and TX (CRD 2360057), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Globe & Anchor Wealth Management & Financial Planning manage?

Globe & Anchor Wealth Management & Financial Planning reports $57.5M across 165 accounts in assets under management.

### How do I contact Frank Gavidia?

Through Frank's website, globeandanchorwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2360057): 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

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