GPS FINANCIAL, LLC

Overview

GPS Financial, LLC is an independent registered investment adviser that focuses on serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm operates with a fee model that includes a percentage of assets under management, hourly charges and fixed fees, which aligns with a hybrid advice approach for clients at different planning stages. Investment activity shows a clear preference for pooled, public-market products—primarily mutual funds—rather than concentrated, single-stock portfolios or heavy ETF-only strategies. GPS Financial is not positioned as a capital allocator and does not self-identify as an active ESG investor. The firm maintains an insurance-industry affiliation, which shows through its use of insurance products in client solutions. Advisory services emphasize discretionary management: the entire reported asset base is managed on a discretionary basis, indicating the firm implements model allocations and makes ongoing portfolio decisions on clients’ behalf.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices