Peter Gaylord is a CFA-designated registered investment advisor at Gaylord Wealth Management, LLC, based in Rocklin, CA, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
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 | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable based on client type, situation complexity, account composition, and total assets under management.
Fee Estimator
Location
6520 Lonetree Blvd., #2030, Rocklin, CA, 95765
Get directionsHistory
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
Peter is the president and consultant for Peter Gaylord Consulting, Inc., providing business and marketing consulting services since 2001. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Gaylord Wealth Management, LLC
Previous Registrations
Efficient Market Advisors, LLC
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.
Exams
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