Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

103 B Degroff Ave, Archbold, OH, 43502

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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

Evan works as an advisor at Legacy Group Planning DBA (Senior Estate Services), an insurance business, since 2019. This activity takes nearly all of Evan's time.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
February 2025 - Present · 1 yr
State Registrations2 states
MIOH
Advisor
Exams
No exam information available for this advisor.