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Wellspent public graph/Firms/GIBSON WEALTH ADVISORS LLC
Firm

GIBSON WEALTH ADVISORS LLC

Tyler, Texas

Fee-only

GIBSON WEALTH ADVISORS LLC at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 4 advisors are listed here; 1 of 4 hold the CFP.
  • Its Form ADV reports 3 employees and 193 individual clients, 65 of them high net worth.
  • Its average account is about $444,000 (assets it manages divided by its 419 accounts).

Specialties Retirement planning · Tax planning · Estate & legacy planning · Family wealth transfer

Works with Retirees · Pre-retirees · Multi-generational families

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based inTyler, Texas
Websitegibsonwealthadvisors.com
Phone(214) 347-7475

GIBSON WEALTH ADVISORS LLC fees

What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.

Asset-based fee0.75% a year on the first tier of assets
Account minimum$3,000,000
How it chargesPercentage of assets

In the firm's words

"We charge a straightforward annual advisory fee of 0.75% ." source
"families with at least $3 million in investable assets" source
"We charge a straightforward annual advisory fee of 0.75% ." source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$186 million
Individual clients128
High-net-worth clients65
Accounts managed419
Employees3
Planning clients26-50
Registered withThe SEC (801-123644)
Financial planningOffered
Form ADV filedMarch 6, 2026
SEC recordCRD 285077

Advisors at this firm (4)

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