Fee-only adviser · Scottsdale, AZ

GPS Investments

GPS Investments is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Scottsdale, Arizona. On its latest Form ADV, filed March 26, 2026, it reports $128M in regulatory assets under management, 85 individual clients and 2 employees who give 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

RegistrationSEC-registered
Firm CRD number333381 · SEC file 801-131396
Office7702 East Doubletree Ranch Road Suite 300
Scottsdale, AZ 85258
Phone(602) 558-1211
Websitegpsinvest.com
Regulatory assets under management$128M
Individual clients52 non-high-net-worth, 33 high-net-worth
Financial planning clients0
How it chargesPercentage of assets, Fixed fee
ServicesFinancial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees3
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 26, 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.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • 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.

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