How does the advisor help clients – Key Takeaways:
GAYLORD WEALTH MANAGEMENT, LLC is a trusted financial advisor that assists clients with achieving their financial goals through personalized strategies and expert financial advice. With a team of skilled advisors and a strong track record of success, GAYLORD WEALTH MANAGEMENT, LLC is a reputable firm that clients can rely on for their financial needs.
Facts and Insights
GAYLORD WEALTH MANAGEMENT, LLC has over 20 years of experience in providing financial services to clients. The firm prides itself on utilizing a comprehensive financial planning approach that takes into account each client’s unique circumstances and goals. This allows the advisors at GAYLORD WEALTH MANAGEMENT, LLC to develop customized strategies that are tailored to individual needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $100 million+ | 5 |
Financial Services Offered
GAYLORD WEALTH MANAGEMENT, LLC offers a wide range of financial services to its clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types
GAYLORD WEALTH MANAGEMENT, LLC works with a diverse group of clients, including individuals, families, and small business owners. They also cater to high-net-worth individuals and provide specialized services for this group.
Fees & Compensation
GAYLORD WEALTH MANAGEMENT, LLC charges a fee-based structure for their services. This means that the advisors earn a percentage of the client’s assets under management and do not receive commissions for any investment products. This ensures that the advisors’ interests are aligned with the clients’ goals.
Background
GAYLORD WEALTH MANAGEMENT, LLC was founded by John Gaylord, who has over 30 years of experience in the financial industry. He and his team of advisors have a wealth of knowledge and expertise in the field, making them a go-to resource for clients seeking financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, GAYLORD WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with other financial firms or investment products and any fees or compensation earned by the advisors. Such transparency allows clients to make informed decisions about their financial strategy.