Gibson Wealth Advisors, LLC

Gibson Wealth Advisors, LLC is a registered investment adviser based in Texas, established in 2016. The firm specializes in fee-only Comprehensive Financial Planning and Investment Management services. They offer Wealth Management services, including investment advice on various securities such as stocks, bonds, mutual funds, ETFs, and more. Clients grant the firm limited authority to buy and sell securities on a discretionary basis. Additionally, they provide Financial Planning services covering areas like cash flow management, retirement planning, estate planning, tax planning, and more. The firm primarily utilizes Vanguard exchange-traded funds (ETFs) and mutual funds in managing client portfolios, following Modern Portfolio Theory and Evidence-Based Investing principles. For Wealth Management services, fees are based on a percentage of assets under management, with a minimum account balance requirement of $500,000. Financial Planning services are charged a fixed or hourly fee, ranging from $5,000 to $100,000 or $350 per hour, respectively. The firm does not engage in performance-based fees or side-by-side management. Gibson Wealth Advisors does not hold client funds directly and recommends Charles Schwab & Co., Inc. as a custodian. The firm does not vote client securities proxies and has no financial commitments impairing its ability to meet client obligations. The firm has not been involved in any disciplinary actions or bankruptcy proceedings.