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G4 Financial Planning
G4 Financial Planning is a Florida registered investment advisor offering services in the state of Florida and other jurisdictions where it meets de-minimis...
G4 Financial Planning
G4 Financial Planning is a Florida registered investment advisor offering services in the state of Florida and other jurisdictions where it meets de-minimis exemptions. The firm provides financial courses and coaching with science backed education and advice. Services include personalized 1:1 financial planning and consulting, ongoing monitoring, VIP financial planning, and educational webinars and seminars.
General information
Firm type
null
Location
Region
North America
Country
United States
Principals
Henry Gibson-Garcia
CFP®
Sector focus
Frequently asked questions
Does G4 Financial Planning operate as a fiduciary?
Yes. As a registered investment advisor, G4 Financial Planning is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary. This means the firm must place its clients' interests ahead of its own and fully disclose any conflicts of interest. A firm's Form ADV Part 2A brochure, publicly available through the SEC's Investment Adviser Public Disclosure website, outlines these obligations.
What types of clients does G4 Financial Planning typically serve?
The firm focuses on individuals, families, and small business owners, with an emphasis on clients who are approaching or already in retirement. Its service model is built around comprehensive financial planning rather than standalone investment management. Specific client counts, minimum asset thresholds, or professional designations held by firm principals are not publicly available.
Where can an investor review G4 Financial Planning's disciplinary history?
An investor can review the firm's Form ADV and any disciplinary events through the SEC's Investment Adviser Public Disclosure website. As a registered investment advisor, G4 Financial Planning is required to file an annual amendment to Form ADV that includes its brochure, which must disclose material changes or disciplinary actions. Absent this filing review, the firm's full regulatory history remains unverified.
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