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Douglas Clancy

Gibbs Wealth Management, LLC
19 Years of Experience
Roseville, CA
Sells Insurance
View SEC Summary
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Douglas Clancy is a registered investment advisor at Gibbs Wealth Management, LLC, based in Roseville, CA, with 19 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,356 clients with $1.1B in assets under management.

Gibbs Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
68 advisors
Number of Clients
5,356 clients
Average Client Portfolio
$199K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Advisory fees are charged as a percentage of assets under management and disclosed in the client agreement. Total fees including platform and strategist fees will not exceed 3% per year. Fees are negotiable based on account size, services requested, and householding.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1540 Eureka Road, Suite 103, Roseville, CA, 95661

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Douglas is the owner and insurance agent at CSWTA Insurance Solutions since 2014, selling fixed life, annuities, and index annuities. This takes about 10-20% of his time and occurs during securities trading hours.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Gibbs Wealth Management, LLC
June 2020 - July 2020 · 1 mo
Cornerstone Wealth & Tax Advisory Group
June 2012 - February 2024 · 11 yrs 8 mos
Alphastar Capital Management, LLC
August 2011 - May 2012 · 9 mos
Regal Investment Advisors LLC
January 2011 - August 2011 · 7 mos
Horter Investment Management, LLC
January 2010 - September 2010 · 8 mos
The Investment Advisor Alliance LLC
March 2007 - January 2010 · 2 yrs 10 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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