Glen Smith
GDS Wealth Management · Flower Mound, Texas
Glen Smith is a fee-only financial advisor at GDS Wealth Management in Flower Mound, Texas, who holds the CFP and CRPC credentials. Glen charges a percentage of assets (0.5%–1.25% a year of assets managed) and focuses on retirement planning and estate & legacy planning.
Request an introduction to Glen →
Specialties
Facts
| Firm | GDS Wealth Management |
|---|---|
| Based in | Flower Mound, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–1.25% a year of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.81B across 4,052 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in TX · CRD 4801922 |
| Exams passed | Series 63 (2004) · Series 66 (2005) |
| Firm size | 38 employees |
| Disclosures | None reported |
| Website | gdswealth.com |
How Glen's firm compares
- GDS Wealth Management's average account is about $446,000, from its Form ADV (assets managed divided by 4,052 accounts).
Request an introduction to Glen
Tell Glen a little about what you're looking for. Glen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Glen
Is Glen Smith a fee-only financial advisor?
Yes. Glen Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Glen's firm.
How does Glen charge for financial advice?
Glen charges a percentage of assets.
How much does Glen charge?
According to GDS Wealth Management's website, checked October 28, 2026: 0.5%–1.25% a year of assets managed.
Does Glen work with clients virtually?
Yes. GDS Wealth Management says on its website that it works with clients remotely.
Where is Glen Smith based?
Glen Smith is based in Flower Mound, Texas.
What does Glen specialize in?
Glen's specialties include retirement planning and estate & legacy planning.
What credentials does Glen Smith hold?
Glen Smith holds the CFP and CRPC credentials.
Is Glen Smith registered with the SEC?
Yes. Glen Smith is registered as an investment adviser representative in TX (CRD 4801922), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does GDS Wealth Management manage?
GDS Wealth Management reports $1.81B across 4,052 accounts in assets under management.
How do I contact Glen Smith?
Through Glen's website, gdswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Flower Mound
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- GDS Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.