Firm
Gilbert Wealth
Fort Wayne, Indiana
Fee-only
Gilbert Wealth at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 23 individual clients, 5 of them high net worth.
- Its average account is about $271,000 (assets it manages divided by its 86 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Indiana median of $3,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Fort Wayne, Indiana |
|---|---|
| Website | gilbertwealth.com |
| [email protected] | |
| Phone | (260) 267-5531 |
Gilbert Wealth 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"can start as low as $3,000 annually for comprehensive financial planning advice" source
"You do not need to have a set amount of assets to begin planning with me." source
"Planning Fee Range: $3,000 to $11,400 Annually" source
"Fixed Fees are based on the complexity of your financial situation." 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 by | Hourly · Fixed fees |
|---|---|
| Assets managed | $23 million |
| Individual clients | 18 |
| High-net-worth clients | 5 |
| Accounts managed | 86 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 317073 |