Gilbert Wealth fees and pricing

Published fees

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

Hourly rate

$250/hr

“Financial Planning engagements are offered at a rate of $250 per hour.”

Monthly fee

$250⁠-⁠$1,800/mo

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $250-$1,800 per month or $750-$5,400 per quarter.”

Quarterly fee

$750⁠-⁠$5,400/qtr

From the same sentence as above.

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

How Gilbert Wealth bills

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

• “Fees for this service may be paid by direct deduction from a managed account(s), electronic funds transfer or check.”
• “Upon termination of any Client Contract, the fee will be prorated, and any unearned fee will be refunded to the Client.”
• “The annual fees are negotiable and paid in advance on a monthly or quarterly basis.”

How Gilbert Wealth’s fees compare

• Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Fort Wayne that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Gilbert Wealth

• Principal: Steven Gilbert
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Minimum

$65,000 in assets (stated in brochure)

Clients

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$23,311,303

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317073

Website

gilbertwealth.com (opens in new tab)

Phone

(260) 267-5531

Other planners in Fort Wayne that publish fees

• Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000⁠-⁠$5,000
• Bassett Financial AdvisorsFort Wayne$150/hr
• Compass Financial Advisors LLCFort Wayne$250/hr
• Dentvest LLCFort Wayne$1,000⁠-⁠$5,000, $200⁠-⁠$750/mo
• Dickmeyer Boyce Financial Management, IncFort Wayne$200/hr
• Galecki Financial Management IncFort Wayne$250⁠-⁠$350/hr

Compare all 23 planners in Fort Wayne