Allen Gibson
Allen Gibson is a ChFC-designated registered investment advisor at Gibson Wealth Advisors, LLC, based in Tyler, TX, with 34 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 193 clients with $190M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum account balance of $500,000 generally required. Minimum annual fee is $7,500. Fees are negotiable.
Fee Estimator
Contact
Allen Gibson
Location
Tyler, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Allen is the trustee and investment advisor for his family's trust account, dedicating minimal time. He is also an insurance agent and may receive commissions from offering insurance products.
Employment History
Current Registrations
Gibson Wealth Advisors, LLC
Previous Registrations
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.