Jonathan Grebosky
Gibson Capital · Wexford, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
- Pre-retirees
- Executives
- Founders
- Ultra high net worth
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 | $3.03B across 1,264 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA · CRD 8063039 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.gibsoncapital.com |
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Questions about Jonathan
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.
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
- Gibson Capital 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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