WILBERT GUILFORD, CFP, PLLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PHOENIX, Arizona
CRD number
310846
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wilbert Guilford, Cfp, Pllc operates as a limited liability company focused primarily on providing financial planning services and educational seminars. The firm is owned by Wilbert Guilford and does not classify itself as a capital allocator. With a fee structure that includes hourly charges and fixed fees, the firm caters to clients seeking personalized financial advice. While it does not actively engage in ESG investing or operate as a multi-state adviser, it has established a reputation within its niche, particularly in the accounting and financial planning sectors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WILBERT GUILFORD

    President, CEOCRD 2932035

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
1502 W Willow Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth