Gibson Wealth Advisors, LLC

Overview

Gibson Wealth Advisors, LLC is an independent RIA focused on advising individuals and families with a mix of financial planning and discretionary portfolio management. The firm leans heavily into public funds and mutual funds for core equity exposure, favoring broad-market, low-cost vehicles—its largest public position is the Vanguard Total Stock Market Index Fund. At the same time, the advisor supplements those core allocations with third-party real estate funds for diversification. Services listed on the firm’s ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting support. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee models. Gibson Wealth Advisors presents as a centrally managed boutique practice: client relationships are individualized but the investment approach emphasizes pooled public funds and ETFs for efficiency, with select use of external managers for private real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices