Allen Gibson, CFP®, ChFC®, TPCP®

Gibson Wealth Advisors, LLC
Independent, Fee-only, Fiduciaries
Member of Ed Slott Master Elite IRA Advisors.
Tax Planning Certified Professional

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

@MrNQDC Thanks. Great infographics and love your simple, direct solutions to real world scenarios. “Simplicity is the ultimate sophistication”.

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

@MrNQDC Always enjoy your content by the way.

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

Combination of complexity, scope of services and net worth. With respect to your earlier point regarding fees going up as assets increase, difficulty of just managing assets doesn’t become more difficult but liability increases. That said, as net worth increases overall planning complexity tends to increase. I’ve seen many flat fees far exceed the standard 1% for accumulators, HENRYs, and low net worths… but it’s just not technically an AUM relationship.

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

@NxtGenPlanning Why do some advisors think that paying a fee from a checking account is better than it coming from a money market sweep account? They both reduce your net worth from a cash account but one is viewed as superior to the other. Same pair of pants, just a different pocket.

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

@CjRandhawaX CV

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

Life of an Intern https://t.co/lk9kIKx1jO

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

@kykygee happy 19th birthday !!love ya mom&al

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

@kykygee happy 19th birthday ky!

[Allen Gibson, CFP®, ChFC®, TPCP® @algbsn]

Happy 19th Birthday Ky! Love ya_mom&al