Wilbert Guilford
Wilbert Guilford is a CFP-designated registered investment advisor at Wilbert Guilford, CFP, PLLC, based in Phoenix, AZ, with 9 years of industry experience. Wilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $1,500 to $5,000, depending on complexity.
- Financial advice for individual projects — $100 to $200 per hour for investment advice, budgeting, credit, student loans, and monitoring of financial plans.
Location
Phoenix, AZ
Get directionsHistory
Regulatory History (1)
Criminal
August 1971Other Business ActivitiesSells Insurance
Wilbert is a CPA and provides tax and business consulting as President of his own firm, dedicating about a quarter of his time. He also works as a personal financial counselor for Zeiders Enterprises on an as-needed basis and is an insurance agent, though he spent no time on insurance activities in 2020.
Employment History
Current Registrations
Wilbert Guilford, CFP, PLLC
Previous Registrations
H.D. Vest Investment ServicesBroker
Thrivent Investment Management INC.Broker
H.D. Vest Investment Securities, INC.Broker
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.