Raymond Cozby
Gibson Wealth Advisors · Tyler, Texas
Raymond Cozby is a fee-only financial advisor at Gibson Wealth Advisors in Tyler, Texas. Gibson Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Gibson Wealth Advisors |
|---|---|
| Based in | Tyler, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $186.1M across 419 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6762710 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gibsonwealthadvisors.com |
How Raymond's firm compares
- Gibson Wealth Advisors's average account is about $444,000, from its Form ADV (assets managed divided by 419 accounts).
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Questions about Raymond
Is Raymond Cozby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Gibson Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raymond charge for financial advice?
Raymond's firm, Gibson Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raymond Cozby based?
Raymond Cozby is based in Tyler, Texas.
Is Raymond Cozby registered with the SEC?
Yes. Raymond Cozby is registered as an investment adviser representative in TX (CRD 6762710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gibson Wealth Advisors manage?
Gibson Wealth Advisors reports $186.1M across 419 accounts in assets under management.
How do I contact Raymond Cozby?
Through Raymond's website, www.gibsonwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tyler
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
- 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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