Jaclyn Gilbert
Saxon Financial Group · Houston, Texas
Jaclyn Gilbert is a fee-only financial advisor at Saxon Financial Group in Houston, Texas. Jaclyn focuses on estate & legacy planning, retirement planning and divorce financial planning. Saxon Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | Saxon Financial Group |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $679.1M across 1,859 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6184288 |
| Exams passed | Series 66 (2018) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.saxonfinancialgroup.com |
| Profile |
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Questions about Jaclyn
Is Jaclyn Gilbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaclyn holds no broker registration, and Saxon Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaclyn charge for financial advice?
Jaclyn's firm, Saxon Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jaclyn Gilbert based?
Jaclyn Gilbert is based in Houston, Texas.
What does Jaclyn specialize in?
Jaclyn's specialties include estate & legacy planning, retirement planning and divorce financial planning. Jaclyn works with retirees and divorced individuals.
Is Jaclyn Gilbert registered with the SEC?
Yes. Jaclyn Gilbert is registered as an investment adviser representative in TX (CRD 6184288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Saxon Financial Group manage?
Saxon Financial Group reports $679.1M across 1,859 accounts in assets under management.
How do I contact Jaclyn Gilbert?
Through Jaclyn's website, www.saxonfinancialgroup.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
- Saxon Financial Group 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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