GL Trust, Inc. fees
Financial planner in Whittier, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, GL Trust, Inc. (Whittier, CA) charges $350-$500 an hour and a flat or project fee of $1,300-$3,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change.
- Hourly rate
- $350-
$500/hr Above the California median of $300; 83% of the 524 other planners in California that publish an hourly rate charge less. The one other planner in Whittier charges less.
“Hourly fees range from $350 - $500 per hour, depending on what is negotiated between GLT and the client.”
- Flat or project fee
- $1,300-
$3,000 Below the California median of $5,000; 16% of the 390 other planners in California that publish a flat or project fee charge less. The one other planner in Whittier charges more.
“Fixed fees for longer-term consulting projects range from $1,300 to $3,000 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How GL Trust, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged monthly in arrears and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
- “Fees are charged in arrears on a monthly basis, meaning that advisory fees for a month are charged on the first day of the following month.”
About GL Trust, Inc.
- Principal: Gregory Wilson
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 155
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $22.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 6, 2026
- CRD number
- 312012 (opens in new tab)
- Phone
- (562) 442-1100
Other planners in Whittier that publish fees
- Cerda Munoz Advisors, IncWhittierHourly $300/hr, Flat $3,600-$15,000
More planners in California that publish fees
- AC3 CapitalSan DiegoHourly up to $100/hr, Flat $500-$2,000
- Derderian Wealth Management, LLCLos AngelesFlat $1,500-$3,500
- Simplify Financial PlanningSan FranciscoFlat $1,250-$3,000
- Gradient Capital Advisors, LLCSan DiegoHourly $100-$350/hr, Flat $500-$10,000
- Carico Private Wealth ManagementRedwood CityHourly $300/hr, Flat $1,000-$7,500
- Nasira FinancialSan FranciscoHourly $295/hr, Annual $2,100/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.