Wayne Gilbert
Wayne Gilbert is a registered investment advisor at Wayne Gilbert & Company, based in Davis, CA, with 38 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial plan: $500 to $10,000, depending on time, complexity, and range of services.
- Hourly consultation: $50 - $300 per hour.
Location
Davis, CA
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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 ActivitiesSells Insurance
Wayne is a registered representative with Osaic Wealth, Inc. and a senior agent with Northwestern Mutual Life, spending minimal time on each. He is also approved to broker insurance policies through other carriers, but dedicates no time to this activity.
Employment History
Current Registrations
Wayne Gilbert & Company
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
Securities Network, INC.Broker
State Registrations8 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.