GFS FINANCIAL ADVISORS, LLC

Overview

GFS Financial Advisors, LLC is structured as a limited liability company owned by an individual and positioned as a hybrid adviser/broker with a strong insurance focus. The firm identifies itself as a capital allocator and lists insurance brokerage among its core business activities. Its advisory services include financial planning, portfolio management for individuals and small businesses, selecting other advisers for clients, and the publication of periodicals or newsletters. The firm reports a flexible fee menu that includes percentage-of-AUM charges as well as hourly, subscription, fixed and other fee arrangements. It does not identify as an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or related adviser. The year of SEC registration is not provided.

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Location & Offices