Wyatt Guggisberg
Wyatt Guggisberg is a CFP-designated registered investment advisor at Gratus Wealth Strategies LLC, based in Austin, TX, with 11 years of industry experience. Wyatt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 40 clients with $50M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
3006 Bee Caves Rd., Ste. A-216, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2024Other Business Activities
Wyatt is the Manager of WGMS Investments, LLC, an investment-related business holding private equity deals. Wyatt does not devote time to this activity during trading hours.
Employment History
Current Registrations
Gratus Wealth Strategies LLC
Previous Registrations
Verum Wealth Advisors LLC
Rembrandt Financial Group LLC
LPL Financial LLC
LPL Financial LLCBroker
State Street Global Advisors Funds Distributors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.