Gibraltar Wealth Management, LLC fees and pricing
Financial planner in Abington, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Gibraltar Wealth Management, LLC charges $150-$350 an hour, a flat or project fee of $3,000-$18,000, and an annual fee of $1,200-$60,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“These fees are negotiable, but generally range from $3,000 to $18,000 on a fixed fee basis and/or from $150 to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.”
- Flat or project fee
- $3,000-$18,000
From the same sentence as above.
- Annual fee
- $1,200-$60,000/yr
“Fixed fees range between $1,200 $60,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gibraltar Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is charged quarterly, in advance, as derived from the market value of a client’s plan assets on the last day of the previous quarter.”
- “Clients wishing to pay GWM’s advisory fee directly may, alternatively, request GWM to send an invoice for payment.”
- “Fees paid in advance are based on the closing value of the account(s) for the prior period and are not adjusted for intra period deposits and/or withdrawals.”
How Gibraltar Wealth Management, LLC’s fees compare
- Its hourly rate of $150-$350 spans the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Abington that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$18,000 spans the Pennsylvania median of $3,650. 84% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- Its annual fee of $1,200-$60,000 spans the Pennsylvania median of $6,000. 91% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Gibraltar Wealth Management, LLC
“Bickley, GWM provides financial counseling and consulting, investment management and wealth management services to its clients.”
- Firm size: 5 employees.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 91
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $212,655,453
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124128
- Phone
- (215) 956-5154
Can advise clients in 2 states: Pennsylvania, Texas
Other planners in Abington that publish fees
- Myers Capital Management, IncAbington$160/hr, $2,000-$6,000
- Omaris Financial, LLCAbington$300/hr, $6,500-$8,500/yr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.