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Gary Gould

21 Years of Experience
Tulsa, OK

Gary Gould is a registered investment advisor at Corporate Consulting Group, INC., based in Tulsa, OK, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$167.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.50%
$100.0M - $300.0M0.40%
$300M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

320 South Boston Avenue, Suite 1130, Tulsa, OK, 74103-4700

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gary is the president and chief compliance officer of Corporate Consulting Group, Inc., the president, managing principal, and chief investment officer of Financial Solutions, Inc., and the principal executive officer and a trustee of the FSI Low Beta Absolute Return Fund. He devotes full-time hours to these entities, allocating about a quarter of his time to Corporate Consulting and the remainder to Financial Solutions and the FSI Fund.

Employment History
Current Registrations
Corporate Consulting Group, INC.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Financial Solutions, INC.
June 2004 - December 2024 · 20 yrs 6 mos
Corporate Consulting Group, INC.
June 2004 - December 2024 · 20 yrs 6 mos
State Registrations1 state
OK
Advisor

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Exams
No exam information available for this advisor.