Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
3,213 clients
Average Client Portfolio
$441K average
Assets Under Management
$1.4B

Fee Structure

Financial Plan Fee:$100 - $15,000
Hourly Rate:$100 - $500/hr

GPS charges fees for investment management and financial planning services. Investment management fees are based on a percentage of assets under management, with a maximum of 1.75%. Financial planning fees can be fixed (ranging from $100 to $15,000) or hourly (ranging from $100 to $500 per hour), depending on the complexity and deliverables. Fees may be negotiable. Retirement plan advisory services have a maximum fee of 1.00%.

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

Office location

6484 South Quebec Street, Centennial, CO, 80111

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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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Other Business Activities

Raymond is a notary public, spending minimal time on this. He also operates Arrow Wealth Management, LLC as a DBA for his LPL business, dedicating about a quarter of his time, and provides investment advisory services through GPS Wealth Strategies Group, spending nearly full-time hours on this. Finally, he is a board member for the Fellowship of Christian Athletes, spending minimal time on this.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
September 2024 - Present · 1 yr 4 mos
LPL Financial LLC Broker
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
LPL Financial LLC
April 2021 - October 2022 · 1 yr 6 mos
Western Wealth Management LLC
March 2021 - September 2024 · 3 yrs 6 mos
LPL Financial LLC
August 2017 - April 2021 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLC
October 2011 - September 2017 · 5 yrs 11 mos
Wells Fargo Clearing Services, LLC Broker
September 2011 - September 2017 · 6 yrs
State Registrations4 states
COIANCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.