# Jonathan Grebosky

> Jonathan Grebosky is a fee-only financial advisor at Gibson Capital in Wexford, Pennsylvania, who holds the CFP and CFA credentials. Jonathan charges a percentage of assets (0.7% a year on the first tier of assets managed and a $3,000,000 asset minimum) and focuses on estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Gibson Capital
- **Based in:** Wexford, Pennsylvania
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.7% a year on the first tier of assets managed; a $3,000,000 asset minimum
- **Assets under management (firm):** $3.03B across 1,264 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Estate & legacy planning, Tax planning
- **Works with:** Multi-generational families, Pre-retirees, Executives, Founders, Ultra high net worth
- **CRD:** 8063039 (https://adviserinfo.sec.gov/individual/summary/8063039)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.gibsoncapital.com

## Frequently asked questions

### Is Jonathan Grebosky a fee-only financial advisor?

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

### How does Jonathan charge for financial advice?

Jonathan charges a percentage of assets.

### How much does Jonathan charge?

According to Gibson Capital's website, checked October 30, 2026: 0.7% a year on the first tier of assets managed; a $3,000,000 asset minimum.

### Where is Jonathan Grebosky based?

Jonathan Grebosky is based in Wexford, Pennsylvania.

### What does Jonathan specialize in?

Jonathan's specialties include estate & legacy planning and tax planning. Jonathan works with multi-generational families, pre-retirees, executives, founders and ultra high net worth.

### What credentials does Jonathan Grebosky hold?

Jonathan Grebosky holds the CFP and CFA credentials.

### Is Jonathan Grebosky registered with the SEC?

Yes. Jonathan Grebosky is registered as an investment adviser representative in PA (CRD 8063039), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gibson Capital manage?

Gibson Capital reports $3.03B across 1,264 accounts in assets under management.

### How do I contact Jonathan Grebosky?

Through Jonathan's website, www.gibsoncapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8063039): 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://gibsoncapital.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.