Steven Gilbert
Gilbert Wealth · Fort Wayne, Indiana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $23.3M across 86 accounts |
| Credentials | CFP · RICP · APMA |
| SEC registration | Investment adviser representative in IN, TX · CRD 6320340 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | gilbertwealth.com |
| Profile |
How Steven's firm compares
- Ongoing planning starts at $3,000 a year, below the Indiana median of $3,500 for fee-only firms that publish prices.
- Gilbert Wealth's average account is about $271,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Gilbert Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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