Fee-only adviser · Rocklin, CA
Gaylord Wealth Management, LLC
Gaylord Wealth Management, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Rocklin, California. On its latest Form ADV, filed January 5, 2026, it reports $395K in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 168702 |
| Office | 6520 Lonetree Blvd. #2030 Rocklin, CA 95765 |
| Phone | (415) 971-7529 |
| Website | www.gaylordwealth.com |
| Regulatory assets under management | $395K |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Rocklin
- Pedicord Wealth Management, LLC $86M
- McCurdy Financial Solutions $27M
- Sow and Reap Financial LLC $2.6M
- Tidwell Wealth Management LLC $117M
See all 5 fee-only advisers in Rocklin →
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