Gibson Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Gibson Wealth Advisors reports 193 clients. They include 128 individual clients and 65 high-net-worth individuals. Of its assets, 100.0% ($186M across 419 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 28% |
| High-net-worth individuals | 34% | 72% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 128 | $52M | 27.9% | $406K |
| High-net-worth individuals | 65 | $134M | 72.1% | $2.06M |
| Total | 193 | $186M | 100% | $964K |
- Clients
- 128
- Regulatory AUM
- $52M
- AUM share
- 27.9%
- Avg. per client
- $406K
- Clients
- 65
- Regulatory AUM
- $134M
- AUM share
- 72.1%
- Avg. per client
- $2.06M
Total
- Clients
- 193
- Regulatory AUM
- $186M
- AUM share
- 100%
- Avg. per client
- $964K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Gibson Wealth Advisors charges 0.50%–1.50% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.50% |
| $1M–$3M | 1.00% |
| $3M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Estate Planning and Tax Preparation
- Estate planning documentation and tax preparation are charged a flat fee from $500 to $5,000, depending on complexity.
- Financial Planning
- Financial planning is charged a fixed fee from $5,000 to $100,000 or hourly at $350; fees are negotiable.
- Held-Away Account Services
- Held-away accounts the firm monitors and manages are charged 1.25% of assets under management, billed quarterly in advance.
- Retirement Plan Management
- Retirement plan management is charged up to 1.00% of assets under management, billed monthly in arrears.
Allen Gibson owns 75% or more of Gibson Wealth Advisors. The leadership team of Gibson Wealth Advisors includes Chief Compliance Officer Allen Gibson. It has 3 employees.
Leadership
- Allen GibsonManaging Member & Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Gibson Wealth Advisors, LLC
Allen Gibson
Control person · since November 2016
Gibson Wealth Advisors’ regulatory assets grew 1.6× from $115M (March 2022) to $186M (March 2026); clients fell from 349 to 193 and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $186M | 193 | 3 | 5 |
| March 2025 | $165M | 187 | 3 | 5 |
| March 2024 | $140M | 152 | 3 | 3 |
| August 2023 | $119M | 179 | 2 | 3 |
| March 2022 | $115M | 349 | 2 | 2 |
Besides its headquarters, Gibson Wealth Advisors has 4 offices (2 private residences, listed without an address), with 3 listed addresses in Texas.
Texas · 2 listed addresses
- 6060 North Central Expressway, Dallas
- 450 Century Parkway, Allen
Contact and registration details
- Legal name
- Gibson Wealth Advisors, LLC
- Headquarters
- Not reported
- Website
- gibsonwealthadvisors.com
- Phone
- 214-347-7475
- @gibson-wealth-advisors-llc
- SEC file
- 801-123644
- Structure
- Texas LLC
- Fiscal year end
- December
Gibson Wealth Advisors uses Charles Schwab ($186M) as custodian for its separately managed accounts. Gibson Wealth Advisors has custody of $60.8M in client assets for 141 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $186M100%
At year end, Gibson Wealth Advisors’ separately managed accounts were mostly in funds (78%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds78%
- Bonds1%
- Cash3%
How many clients does Gibson Wealth Advisors have?
Gibson Wealth Advisors has 193 clients and manages $186 million for them, as of March 2026. They include 128 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Gibson Wealth Advisors offer?
Gibson Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gibson Wealth Advisors charge?
Gibson Wealth Advisors charges 0.50%–1.50% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 6 March 2026
Which custodians does Gibson Wealth Advisors use?
Gibson Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Gibson Wealth Advisors have?
Gibson Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gibson Wealth Advisors invest in?
At the end of its last fiscal year, Gibson Wealth Advisors’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gibson Wealth Advisors?
Gibson Wealth Advisors’ direct owner is Allen Gibson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Gibson Wealth Advisors get paid?
Gibson Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gibson Wealth Advisors?
Its phone number is 214-347-7475. Its website is gibsonwealthadvisors.com.