Gregory Wilson
GL Trust · Whittier, California
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.
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Specialties
Facts
| Firm | GL Trust |
|---|---|
| Based in | Whittier, California |
| Fee model | Flat fee or retainer |
| Assets under management | $22.4M across 155 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6849983 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | gltrustinc.com |
| Profile |
How Gregory's firm compares
- GL Trust's average account is about $145,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Gregory
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.
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
- GL Trust 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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