GFP WEALTH MANAGEMENT

Overview

GFP Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2023. The firm serves individual and family clients and operates as a capital allocator, meaning it directs client capital to third-party managers and external fund vehicles in addition to running in-house portfolios. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers on behalf of clients. The firm charges a mix of fee structures—percentage of assets under management, hourly fees, and fixed fees—which suggests flexibility for different client engagements and planning work. GFP does not identify itself as an active ESG investor, and its regulatory filings indicate it is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives