Gibson Monroe Wealth Advisors fees and pricing
Financial planner in Oakland, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 8, 2026, Gibson Monroe Wealth Advisors charges a flat or project fee of $5,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$20,000
“GMWA offers financial planning services for a fixed engagement fee ranging from $5,000 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gibson Monroe Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid in advance of each quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Gibson Monroe Wealth Advisors’ fees compare
- Its flat or project fee of $5,000-$20,000 is above the California median of $5,000. 85% of the 796 other California planners that publish a flat or project fee charge less.
- 9 of the 11 other planners in Oakland that publish a flat or project fee charge less.
About Gibson Monroe Wealth Advisors
- Firm size: 2 employees.
- Founded: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $4,350 minimum fee (stated in brochure)
- Clients
- 57
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $10,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324146
- Phone
- (510) 229-7608
Other planners in Oakland that publish fees
- Brooker Wealth ManagementOakland$200-$275/hr
- Communitas Financial Planning PBCOakland$300/hr, $600-$6,000
- Contango Wealth Management LLCOakland$250-$325/hr, $750-$5,000
- Ella Financial AdvisingOakland$400/hr, $10,000-$30,000
- Global Investment CompanyOakland$375/hr
- Greenbook FinancialOakland$500/hr, $4,000-$10,000
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.