Don Gilbert is a registered investment advisor at Miller Wealth Advisors, LLC, based in Fayetteville, AR, with 10 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 116 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on circumstances, required services, complexity, or pre-existing relationships.
Fee Estimator
Location
Fayetteville, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Don is the managing member of Gilbert Financial Consulting, LLC, a Texas-based entity. The entity does not provide services to the public and is used only for fee payments.
Employment History
Current Registrations
Miller Wealth Advisors, LLC
Previous Registrations
Sanders Morris Harris LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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