Gfp Wealth Management's Form ADV discloses 0.82% on the first $2 million, 0.52% on the next $3 million, 0.37% on the next $10 million, and negotiable rates above $15 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #133566), Gfp Wealth Management is subject to fiduciary duty under federal law.
Gfp Wealth Management is headquartered in THOUSAND OAKS, CA.
Gfp Wealth Management serves 41 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, Gfp Wealth Management offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Gfp Wealth Management manages $197 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, Gfp Wealth Management serves high-net-worth individuals. View client details ↓