Gibson Wealth Advisors, LLC
SEC RegisteredRetirement is the last chapter of your financial life. Every decision matters more, and there's less margin for error.
About the firm
Gibson Wealth Advisors is an independent, fee-only, fiduciary registered investment adviser with offices in Dallas, Allen, and Tyler, Texas. They bring tax, estate, investment, and insurance decisions together in one coordinated plan. They work directly for their clients, not for a brokerage firm or insurance company.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, integrated tax planning, Social Security and Medicare optimization, investment management, insurance planning, estate planning, and multi-generational planning including complimentary financial coaching for clients' adult children and grandchildren.
Who they serve
Clients who believe that true wealth is freedom — the freedom to spend time with the people and activities they love the most, including those growing a family, navigating college costs, or transitioning into retirement, as well as clients' adult children and grandchildren.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 128 | $52M |
| High Net Worth Individuals | 65 | $134M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.50% |
| $1,000,001 - $3,000,000 | 1.00% |
| $3,000,001 - $5,000,000 | 0.75% |
| Over $5,000,000 | 0.50% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gibson Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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