# Gregory Wilson

> Gregory Wilson is a fee-only financial advisor at GL Trust in Whittier, California. Gregory charges a flat fee or retainer and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** GL Trust
- **Based in:** Whittier, California
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $22.4M across 155 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 6849983 (https://adviserinfo.sec.gov/individual/summary/6849983)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://gltrustinc.com/

## Frequently asked questions

### Is Gregory Wilson a fee-only financial advisor?

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

### How does Gregory charge for financial advice?

Gregory charges a flat fee or retainer.

### Where is Gregory Wilson based?

Gregory Wilson is based in Whittier, California.

### What does Gregory specialize in?

Gregory's specialties include retirement planning and estate & legacy planning.

### Is Gregory Wilson registered with the SEC?

Yes. Gregory Wilson is registered as an investment adviser representative in CA (CRD 6849983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does GL Trust manage?

GL Trust reports $22.4M across 155 accounts in assets under management.

### How do I contact Gregory Wilson?

Through Gregory's website, gltrustinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6849983): 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://gltrustinc.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.