Firm
GW Financial
Reno, Nevada
Fee-only
Facts
| Based in | Reno, Nevada |
|---|---|
| Website | planretire.com |
| [email protected] | |
| Phone | (714) 850-0534 |
GW Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"for a minimum annual fee of $7,500" source
"Want an ongoing relationship with a financial advisor to help you stay on track with your financial goals while managing your investments." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $134 million |
| Individual clients | 41 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 110478 |