Jesse Dietz
Jesse Dietz is a CFP-designated registered investment advisor at Gibbs Wealth Management, LLC, based in Houston, TX, with 19 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,407 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
12600 N Featherwood Drive, Ste 120, Houston, TX, 77034
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Jesse is the founder and partner of Retirement Planners of TX Insurance Group, Inc. He manages the company and solicits insurance products to clients, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Retirement Planners of Texas
Wealth Mentors, LLC
Metlife Securities INC.
Mwa Financial Services, INC.
Amegy Investments, INC.
Contango Capital Advisors, INC.
Amsouth Investment Management Company LLC
Linsco/private Ledger CORP.
State Registrations1 state
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.