Wyatt Guggisberg
Gratus Wealth Strategies · Austin, Texas
Wyatt Guggisberg is a fee-only financial advisor at Gratus Wealth Strategies in Austin, Texas, who holds the CFP credential. Gratus Wealth Strategies reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Gratus Wealth Strategies |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $50M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6224407 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Wyatt's firm compares
- Gratus Wealth Strategies's average account is about $556,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Wyatt
Is Wyatt Guggisberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wyatt holds no broker registration, and Gratus Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wyatt charge for financial advice?
Wyatt's firm, Gratus Wealth Strategies, reports charging a percentage of assets on its SEC Form ADV.
Where is Wyatt Guggisberg based?
Wyatt Guggisberg is based in Austin, Texas.
What credentials does Wyatt Guggisberg hold?
Wyatt Guggisberg holds the CFP credential.
Is Wyatt Guggisberg registered with the SEC?
Yes. Wyatt Guggisberg is registered as an investment adviser representative in TX (CRD 6224407), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Gratus Wealth Strategies manage?
Gratus Wealth Strategies reports $50M across 90 accounts in assets under management.
How do I contact Wyatt Guggisberg?
Contact details aren't on file yet. Search for Gratus Wealth Strategies.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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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