GW Financial
SEC RegisteredWealth Management for Families Navigating College Costs and Retirement Planning
About the firm
At GW Financial, Inc., we understand the challenges faced by parents navigating the future of higher education costs for multiple children. Led by Julie Bray, a CERTIFIED FINANCIAL PLANNER™ professional and holder of the Certified College Funding Specialist™ (CCFS®) designation, the firm provides wealth management focused on college funding and retirement planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including strategic college funding, portfolio management, financial planning, and collaboration with a student loan consulting firm to provide well-rounded advice on education expenses and retirement planning.
Who they serve
Parents with multiple children planning to attend college who are navigating college costs while planning for their own retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 41 | $13M |
| High Net Worth Individuals | 52 | $115M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $2,000,000 | 0.80% |
| Next $2,000,000 | 0.40% |
| Next $4,000,000 | 0.20% |
| Above $10,000,000 | 0.00% |
Data as of April 1, 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. GW Financial 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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