BW

Brian Wade Whitaker

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Gibbs Wealth Management charges an annual investment advisory fee based on a percentage of assets under management. The fees are listed in the table above. Fees may be higher than those charged in the industry. Lower fees for comparable services may be available from other sources. The annual fee may be negotiable based upon certain criteria. A minimum of $25,000 is required to open an account, but the firm reserves the right to accept accounts with lesser assets at its discretion. TownSquare Capital and Orion Portfolio Solutions also charge fees, which are in addition to Gibbs Wealth Management's fees.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

3980 Old Milton Parkway, Alpharetta, GA, 30005

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brian is an insurance agent at Whitaker Insurance since 2005 and owner/insurance agent at 1st Opulence Financial LLC since 2015, selling various insurance products and services; these activities take up significantly more than full-time hours. He also receives farm income and created B&M Financial Inc. to receive insurance compensation.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
April 2020 - Present · 5 yrs 9 mos
Previous Registrations
Visionary Wealth Management, LLC
April 2021 - August 2021 · 4 mos
Great Lakes Wealth Management, LLC
October 2011 - June 2020 · 8 yrs 8 mos
Questar Asset Management, INC.
March 2009 - December 2010 · 1 yr 9 mos
Prudential Financial Planning Services
January 2003 - October 2005 · 2 yrs 9 mos
State Registrations4 states
IAILINWI
Advisor
Exams
No exam information available for this advisor.
Brian Wade Whitaker - Financial Advisor | AdvisorDiscover