Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
990 advisors
Number of Clients
121,236 clients
Average Client Portfolio
$214K average
Assets Under Management
$26.0B

Fee Structure

This brochure does not explicitly state the AUM fee structure. It mentions that clients transitioning from GS PFM may have different fee arrangements. The brochure also mentions negotiated fees and different service offerings that may differ among clients. Financial Wellness programs may be provided to clients without a Corporate Partner relationship. Clients who have received Financial Planning services paid by a Corporate Partner, but are no longer affiliated with a Corporate Partner, are generally eligible to receive similar services on a self-pay basis and may be required to execute new agreements with different fee schedules and services.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

3550 Peachtree Road, Ne Suite 1000, Atlanta, GA, 30326

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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.

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Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
May 2025 - Present · 8 mos
Goldman Sachs & CO. LLC Broker
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
July 2019 - December 2020 · 1 yr 5 mos
Stephens Broker
April 2013 - January 2015 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.