Frank Gavidia
Globe & Anchor Wealth Management & Financial Planning · Walnut Creek, California
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.
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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 | $57.5M across 165 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2360057 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | globeandanchorwealth.com |
| Profile |
How Frank's firm compares
- Globe & Anchor Wealth Management & Financial Planning's average account is about $348,000, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Frank
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.
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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