# Steven Gilbert

> Steven Gilbert is a fee-only financial advisor at Gilbert Wealth in Fort Wayne, Indiana, who holds the CFP, RICP and APMA credentials. Steven charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $3,000 a year and no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/steven-gilbert/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Gilbert Wealth
- **Based in:** Fort Wayne, Indiana
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $23.3M across 86 accounts
- **Credentials:** CFP, RICP, APMA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, Executives, Early-career professionals
- **CRD:** 6320340 (https://adviserinfo.sec.gov/individual/summary/6320340)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://gilbertwealth.com

## Frequently asked questions

### Is Steven Gilbert a fee-only financial advisor?

Yes. Steven Gilbert is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.

### How does Steven charge for financial advice?

Steven charges a flat fee or retainer and an ongoing planning fee.

### How much does Steven charge?

According to Gilbert Wealth's website, checked October 28, 2026: ongoing planning from $3,000 a year; no asset minimum.

### Does Steven work with clients virtually?

Yes. Gilbert Wealth says on its website that it works with clients remotely.

### Where is Steven Gilbert based?

Steven Gilbert is based in Fort Wayne, Indiana.

### What does Steven specialize in?

Steven's specialties include retirement planning, tax planning and estate & legacy planning. Steven works with retirees, pre-retirees, executives and early-career professionals.

### What credentials does Steven Gilbert hold?

Steven Gilbert holds the CFP, RICP and APMA credentials.

### Is Steven Gilbert registered with the SEC?

Yes. Steven Gilbert is registered as an investment adviser representative in IN and TX (CRD 6320340), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Gilbert Wealth manage?

Gilbert Wealth reports $23.3M across 86 accounts in assets under management.

### How do I contact Steven Gilbert?

Through Steven's website, gilbertwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/steven-gilbert-10686): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://gilbertwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.