GCB Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisor’s hourly fee will be billed at a rate of $250 per hour.”

Flat or project fee

$1,500⁠-⁠$5,000

“GCB will charge a fixed fee for comprehensive financial planning services that will range from $1,500 to $5,000 per plan depending on the complexity of the plan and the resources required to produce the plan, as contracted for with client in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How GCB Private Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “Financial Planning services are included at no cost when billed for Assets Under Management.”
• “The Advisor’s hourly fees will be negotiated and agreed upon by the parties in advance.”

How GCB Private Wealth’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 12 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Texas median of $3,850. 45% of the 401 other Texas planners that publish a flat or project fee charge less.
• 17 of the 48 other planners in Austin that publish a flat or project fee charge less.

About GCB Private Wealth

• Firm size: 2 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

43

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$39,633,308

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292356

Website

gcbprivatewealth.com (opens in new tab)

Phone

(973) 685-5699

Can advise clients in 6 states: California, Louisiana, Minnesota, New Jersey, New York, Texas

Other planners in Austin that publish fees

• 360 Wealth CreationAustin$250/hr
• Alongside, LLCAustin$5,000, $2,500⁠-⁠$10,000/mo
• Argus Wealth ManagementAustin$250/hr, $2,500⁠-⁠$5,000
• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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