GFS Financial Advisors, LLC

Overview

GFS Financial Advisors, LLC is organized as a limited liability company and is owned by an individual. The firm combines insurance brokerage activity with advisory services: it provides financial planning, portfolio management for individuals and small businesses, helps select other advisers, and publishes periodicals or newsletters. FINTRX marks the firm as a capital allocator and notes an affiliation with an insurance company. The firm uses a flexible fee menu that includes percentage-of-AUM billing alongside hourly, subscription, fixed-fee and other arrangements. FINTRX does not identify GFS as an active ESG investor, a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser.

Assets & Accounts

Investments & Alternatives