GIBSON FINANCIAL SOLUTIONS, INC.

Overview

Gibson Financial Solutions, Inc. is an independent registered investment adviser formed under individual ownership and registered with the SEC in 2024. The firm focuses on serving individuals and families, delivering a mix of financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee schedule is flexible—charging a percentage of assets under management, hourly rates, and fixed fees—allowing it to tailor engagement models to client needs. Investment activity centers on manager-driven public funds and mutual fund strategies, which together account for the largest share of client assets. The firm operates principally on a discretionary basis, managing the majority of client assets with ongoing authority to implement portfolio changes. Gibson Financial Solutions is not positioned as an ESG-focused adviser, and it does not operate as a multi-state or pension consultant adviser. It also does not act as a direct capital allocator, instead utilizing third-party managers for alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices