Andrew Schmuhl, CFP®, ChFC®, CEPA®
Financial Planning for Your Future | Fee-Only Fiduciary
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
GDS Wealth Management
Andrew Schmuhl, CFP®, ChFC®, CEPA®
Flower Mound, TX
Serving Clients Nationwide
Financial Planning for Your Future | Fee-Only Fiduciary
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Business Owners
- Estate Planning
- Financial Planning
- High Net Worth
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
About Andrew Schmuhl, CFP®, ChFC®, CEPA®
Hi, I'm Andrew Schmuhl, a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition to my CFP® certification, I have earned the Chartered Financial Consultant® designation. I graduated from the University of North Texas with a bachelor’s degree in Risk, Insurance, and Financial Services, with a concentration in Financial Planning.Before transitioning to the wealth management industry, I worked in the insurance sector. After witnessing many unexpected events that can impact people’s lives, I decided to move into wealth management to help individuals and families better understand and plan for their financial futures. As a Financial Advisor, I focus on helping clients feel informed as they consider their financial plans. With the support of the GDS Wealth Management team, I work closely with clients to develop personalized financial plans aligned with their individual needs and goals.
Outside of work, I enjoy spending time with my family. I am one of five children, so family get-togethers are always a fun time! I also enjoy staying active and being outdoors. I am currently working on my golf game and have played at several courses across North Texas. I also enjoy spending time at the lake. While I have visited several lakes within driving distance of the DFW area, one of my favorite spots is Pace Bend Park at Lake Travis, Texas. If you know of any other great locations, be sure to share them with me!
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
Primary Location
2910 Lakeside Village Blvd, Flower Mound, TX 75022
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above and complete the brief form to get started. We’ll contact you within 24 hours to schedule your complimentary financial consultation, either online or at our office, whichever works best for you. The call typically lasts about 30 minutes. During the session, we’ll learn about your goals, answer your questions, and walk you through our process. You’ll leave with a clear view of your finances and practical next steps. There’s no obligation. We look forward to speaking with you.Offers Investment Management
Yes
About GDS Wealth Management
Your financial strategy should evolve as your life and wealth become more complex. At GDS Wealth Management, we help retirees and business owners with $1M+ in investable assets build personalized financial plans designed to support long-term growth, reduce uncertainty, and help you transition into retirement with confidence.GDS Wealth Management was founded on a deep-rooted belief in service and integrity. Inspired by a legacy of missionary work, our founder, Glen Smith, saw financial planning as a way to serve others with compassion and purpose. Today, that spirit lives on in everything we do.
As an independent, fee-only, SEC-registered investment adviser headquartered in Flower Mound, Texas, we are legally and ethically bound to act in our clients' best interest — no commissions, no hidden agendas, no conflicts of interest. We believe in building lasting partnerships rooted in trust, transparency, and personalized service.
While our roots are in the Dallas–Fort Worth area, we proudly serve clients throughout the United States, delivering the personal attention of a boutique firm paired with the depth and expertise of a national practice.
Education
University of North Texas, Bachelor of Business Administration - BBA, Financial Planning and Services
Hobbies and Interests
- Family
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 3, 2026
Relationship to Financial Advisor: Client as of Jun 3, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 12, 2026
Jace is always prompt, prepared, and thoughtful. GDS goes the extra mile for their clients!
Relationship to Financial Advisor: Client as of Apr 12, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 19, 2026
We have been with GDS for 3 years now, and every facet of our experience has been outstanding. They truly care about their clients. Our account executive Victoria Geiger is knowledgeable and trustworthy, and as a newly retired couple, we know our assets are in good hands. Thank you GDS!
Relationship to Financial Advisor: Client as of Feb 19, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 18, 2026
GDS rocks! The professional attitude mixed with a family atmosphere is a winner. Mike J is awesome.
Relationship to Financial Advisor: Client as of Feb 18, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 18, 2026
My advisor is knowledgeable, explains things very well, offers excellent advise and has been nonjudgemental about my poor personal financial management my spending. I actually feel cared about and feel as though my best interest really matters.
Relationship to Financial Advisor: Client as of Feb 18, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 18, 2026
We have only been with GDS a few months now but is has been a very positive experience. They listened to our wants, needs and requirements. They have provided sound investment advice and management. They have kept us informed every step of the way. We are very satisfied.
Relationship to Financial Advisor: Client as of Feb 18, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 17, 2026
GDS is a great company. Smart, inviting, and trustworthy. They are one of the most transparent wealth management companies you could hope for. I recommend them 100%.
Relationship to Financial Advisor: Client as of Feb 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 17, 2026
GDS Wealth Management is my trusted investment portfolio manager. Their commitment to excellence, loyalty, and elite professional results is second to none. We’ve strategically outperformed the market each quarter and I’m confident that my GDS Team is the best and worth every cent of my investment. My Team at GDS delivers first class service and game-changing resources to ensure we are winning season after season!! -Mike StrickerPresident, DYNAMIC
Relationship to Financial Advisor: Client as of Feb 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 17, 2026
Excellent company. A great team who listens and educates clients. I’ve been with this company for 9 years and have watched them grow exponentially because of their dedication and personalized service. I totally trust the team. My advisor has become a great friend who responds quickly to my calls or questions. Can’t imagine working with any other company!
Relationship to Financial Advisor: Client as of Feb 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 17, 2026
Love Victoria she is the best.
Relationship to Financial Advisor: Client as of Feb 17, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
My husband and I have been a customers since 2009 and have been so incredibly happy with the financial planning and meeting our retirement goals. Glen Smith and team are so professional, knowledgeable but, most importantly personable! Our financial advisor Annie is outstanding and is helping us along the way with our portfolio! Incredible firm and I highly recommend GDS wealth management!
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
An amazing experience! Learned a lot and now want to travel the world to drink wine!
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
I’ve been so impressed with this GDS wealth management company. From day one, they made the entire experience feel personal and genuinely tailored to my needs. They take the time to listen, explain options clearly, and make sure I feel confident in every decision. It’s rare to find a team that combines deep financial expertise with such a warm, approachable style. I truly feel like they’re invested in my success, not just my portfolio. We couldn’t be more happy than to work with Tim Allin and the whole team.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
We are really enjoying the wine tasting experience. Great wine and stories. Ian should tell more Glen stories. 😎. We will be in Napa next week so this was perfect timing.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Glen and his team are professional and always have our best interest in mind to ensure our retirement years are golden.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
We engaged GDS to provide long-term wealth management for my wife. Thusfar we are very well-pleased with GDS management of the portfolio and have also gotten our daughter an account with GDS.They are quite responsive, for example tax-loss harvesting to offset capital gains.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Truly enjoy working with everyone at GDS and has been an amazing experience. I would highly recommend GDS to all my friends.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
The best personal financial relationship ever.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Really enjoy the staff and management.
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Good service
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Jordan makes me happy 😊
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Wonderful experience and team
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
Great company highly recommend they have been very awesome for my retirement thank you GDS! Jordan rocks!
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 21, 2026
My wife and I found ourselves suddenly facing the option to retire without any preplanning just before Covid hit late 2019. We were extremely fortunate to discover Glen, Robert and the GDS team.They quickly built a successful financial plan to deal with the seemingly impossible market drop that occurred as Covid began to heavily impact everyone’s lives. The GDS team’s strategies allowed for very rapid growth of our significant losses as markets recovered and we have enjoyed above average returns on our retirement portfolio since.We couldn’t be happier with the GDS team and highly recommend them to everyone looking for an outstanding investment firm to look after them!
Relationship to Financial Advisor: Client as of Jan 21, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
I first met Robert Casey in 2008 before he was at GDS, and frankly before I really needed a financial advisor. Nevertheless, and even though he knew there was no business to be had, he sat with me for an hour teaching me how to read a prospectus and offering some ideas for what little assets I had at the time. It was that great experience that prompted me to hunt him down 11 years later at GDS, and I signed up the same day. Since then I’ve been working with Jordan Kast who is also an amazing GDSer, who’s been the perfect combination of friendly and professional. Together they’re doing amazing things with my financial plan. Nothing bad to say about these guys. Highly recommend!
Relationship to Financial Advisor: Client as of Jan 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
Relationship to Financial Advisor: Client as of Jan 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
We have been with GDS for 4 years and we can't say enough about the excellent service we have received every step of the way. Alex is a top notch advisor, he never pushes us into decisions, he educates us when needed, and he has become a trusted and reliable partner as we continue on our financial journey.
Relationship to Financial Advisor: Client as of Jan 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
We’ve started working with GDS this past year, and have been so impressed with their thorough approach.From the beginning, they took the time to understand our goals and concerns, and we immediately felt more comfortable with them compared to another planner we had interviewed.Their attention to detail and focus on our future has made the planning process feel clear and approachable. It’s also a great comfort knowing they’re local here in Flower Mound.
Relationship to Financial Advisor: Client as of Jan 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
GDS always provides excellent service and their events are always top notch! Tim, Bavly and Andrew are awesome!!
Relationship to Financial Advisor: Client as of Jan 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 20, 2026
Outstanding reception and accommodations. Enjoyed the presentation and the entire event.
Relationship to Financial Advisor: Client as of Jan 20, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 12, 2025
The touring chocolatier event was very enjoyable! Good crowd, good food, and the usual great hospitality!
Relationship to Financial Advisor: Client as of Nov 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 12, 2025
As a dedicated client of GDS Wealth Management for a couple of years now, I am absolutely thrilled to share my experience. The team at GDS is nothing short of extraordinary, providing unparalleled expertise and personalized service that truly sets them apart. From the very beginning, they took the time to understand my unique financial goals and tailored their approach to suit my needs perfectly.What I appreciate most about GDS is their unwavering commitment to transparency and clear communication. I always feel informed and confident in the decisions we make together. Their proactive approach to financial planning has helped me navigate market fluctuations with ease, ensuring my investments are always optimized for growth and security.The professionals at GDS Wealth Management are not only knowledgeable but also genuinely caring and approachable. They have become trusted partners in my financial journey, consistently going above and beyond to provide exceptional service and support. Whether it's a quick question or a complex financial matter, I know I can rely on their expertise and guidance.Thanks to GDS, I am achieving financial milestones I once thought were out of reach, and I am excited about the future knowing my wealth is in such capable hands. I wholeheartedly recommend GDS Wealth Management to anyone seeking a dedicated, professional, and results-driven team to manage their wealth. They have truly earned my trust and loyalty, and I am proud to be a raving fan!
Relationship to Financial Advisor: Client as of Nov 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 21, 2025
My wife and I have been clients of GDS Wealth Management for over 5 years. Our Financial Planner (Victoria) always listens well to our requests and has tailored our investment plan very specifically to meet our needs at our stage of life, and for the duration. She is professional, very knowledgeable and genuinely cares about us and the service she provides. The advice and guidance we have received from GDS has empowered us to pursue our life goals and make financial decisions with confidence.
Relationship to Financial Advisor: Client as of Oct 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 21, 2025
Relationship to Financial Advisor: Client as of Oct 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
Not long after working with Annie my wife was in a position to retire. Annie also hosts the best client appreciation events!
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
I have been a client of GDS Wealth Management for over 4 years and highly recommend them. The entire staff is friendly and professional while providing outstanding service. I just wish I would have found them earlier!
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 20, 2025
Had such a great time at the sourdough class!
Relationship to Financial Advisor: Client as of Oct 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Having Glen as my advisor for over 20 years says it all
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
Very professional and they look after you and your finances.
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
My wife and I moved from the DC area several years ago with another Raymond James office. After spending some time meeting Glenn and his team we transferred our “retirement” accounts and felt great about the decision……but we were still a little nervous on future decisions. Glenn was so patient with us and continued to make us feel part of the GDS family. We have never been happier and even though my wife moved back to Georgia, we have kept our retirement and financial decisions with Glenn, Robert and Alex. Always enjoy their communication and making us feel part of the family
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2025
We've been with GDS now for several years, and just love working with them! Their team is knowledgeable, accessible, friendly, and professional. I highly recommend them!
Relationship to Financial Advisor: Client as of Oct 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
We are well taken care of & Pleased with the results!!
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
GDS is awesome!! Annie communicates to us on market changes and strategies and is always professional.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
The zoom presentation by Dr. Gary Chapman sponsored by GDS offered some interesting insights to personal and financial relationships. Thank you for offering this presentatio.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
We have been with GDS Wealth Management since its inception and we have received outstanding service and advise. They take care of our investments like it was their own.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
These people are great. They are always going above and beyond on how they can help their clients. We enjoy working with them. Thank you!
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
My experience with GDS Wealth Management has been exceptional. They are truly customer-focused, taking the time to understand my goals, communicate consistently and clearly, and tailor strategies to my needs rather than offering one-size-fits-all advice. The recommendations Glen and his team provide are always grounded in data and thoughtful analysis, which gives me tremendous confidence in every decision we make together. On top of that, my portfolio has consistently outperformed the broader market under their guidance. The combination of attentive service, evidence-based planning, and strong results makes GDS Wealth Management an outstanding investment advisor. I highly recommend them to anyone looking for a trusted partner in managing their investments.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
"This firm is outstanding! They truly prioritize their clients’ success in retirement by creating customized plans that fit individual needs. Beyond financial guidance, they also provide valuable resources that enrich relationships and support overall wellbeing in retirement lifestyles. Highly recommended!"
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
I am happy to say that we are among the first clients of GDS Wealth Management. We had previously been a client of one of the Founders of the firm and went with him when he left ML and co-founded GDS. The professionalism of this firm is no doubt one of the best in the industry. We could not be more satisfied.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 30, 2025
GDS has been wonderful to work with from the initial financial and retirement planning and through the execution phase of our retirement. We have regular check ups with our advisor who helps us understand the markets and the tradeoffs we have to consider which helps us make informed investment decisions. I highly recommend GDS if you are looking for a financial advisor.
Relationship to Financial Advisor: Client as of Sep 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
GDS has been awesome. Our advisor Daniel Amador has been very responsive and supportive. A conservative outfit with excellent returns so far and a plan to help us reach our goals while also looking to protect us from pitfalls. So far so good!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
It was wonderful
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Knowledgeable, professional, great service, Alex Schremmer personable, always willing to help will go the extra mile to answer your questions he cares about us, timely in all his communications.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Our financial advisor is absolutely wonderful! GDS takes excellent care of our retirement funds.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Best financial adviso
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
We have been working with a partner for several years before GDS was formed. I have recommended several clients and feel 100% confident in doing so. They are very quick and efficient in processing requests and conversions to ROTH.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Aimee was fantastic
Relationship to Financial Advisor: Friend of client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
For me, communication is a key attribute that I looked for when deciding who to invest with. Victoria has exceeded my expectations.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
This group is awesome so knowledgeable and helpful. We been with them for almost 10 years. Love seeing our money grow. Shout out to Tim and Robert. Thanks for always making us feel important!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Glen, Robert, Jace and the GDS team came into our lives when we needed it most. True believer that timing is everything. From the front staff professionals to the back staff professional's we could not be been more blessed to have them guide us through our financial roadmap.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
I have been very impressed with the personal care they show, like you matter to them and the time they taketo explain things. They stay in contact with you; they reach out. Sebastian is always available for questions. Great, personal service and money management skills.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Love GDS!! After the passing of my father, I needed someone to assist with my financial planning. They’re absolutely awesome. Jordan and Julian are definitely like family!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
GDS is an amazing company! Everyone I’ve interacted with has been so welcoming and kind. I’ve also loved the openness and helpfulness of Julian and Jordan, they’re wonderful!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
My wife and I have been investing throughout our entire 28 year marriage, but we’ve never experienced anything close to GDS!! Jordan Kast is our dedicated financial advisor, and he explains investing in a manner that we can easily understand. He has the heart of a teacher, exactly what Dave Ramsey recommends! My wife and I look forward to many decades to come with the peace of mind that we are able to experience, thanks to the knowledge and services that GDS provides consistently!!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Really enjoy every function present
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Great event. Glad we were able to work it out in our schedule.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Everyone my wife and I have interacted with have been amazing. Bavley and Ross have been wonderful financial planners.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
The GDS team is absolutely amazing! I’ve talked to other wealth management companies and the GDS team was FAR superior…made it a very easy choice. I’ve been with them ~6 months now and they are doing an amazing job! Looking forward to a very long relationship with GDS!!!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Great group of trust worthy financial management professions.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Great facility. First time here, looking forward to to our next date out.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Very nice...first time here. Look forward to coming out again.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
I had a fantastic experience working with GDS! From the very beginning, they took the time to really understand our goals.I now feel much more confident about my financial future, and it's all thanks to their guidance. I’d highly recommend GDS to anyone looking for trustworthy and friendly financial planning services.
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Trustworthy, Professional, and Truly Personal!I've had a fantastic experience with GDS Wealth Management in Flower Mound, TX. Their team combines financial expertise with a genuine, personal approach that makes you feel truly cared for. They've helped me plan confidently for retirement and always take the time to explain everything clearly. I’ve built a strong relationship with them over the years, and I trust them completely with my financial future. Highly recommended!Bengie & Flor
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
GDS is outstanding! Friendly, professional, and always delivers great results. Highly recommend!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Such a great group of people! I couldn't think ofa thing they could do better! Victoria our financial planner is excellent and has great people skills!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
As a new client, I have been impressed with the customer service, attention to detail, and the professionalism of Robert, RJ, Josh and the team. I highly recommend!
Relationship to Financial Advisor: Client as of Sep 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 11, 2025
Relationship to Financial Advisor: Client as of Sep 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 8, 2025
I have had the pleasure of working with Glen Smith as my financial adviser for several years, and it has truly been a remarkable experience. Witnessing his business grow alongside my own investment portfolio has been inspiring.Glen and his team are nothing short of outstanding. Their promptness and availability when I need assistance have made all the difference in managing my finances. I appreciate how dedicated they are to steering my financial ship, ensuring I stay on course to meet my financial goals.I wholeheartedly recommend Glen Smith to anyone looking for a reliable and knowledgeable financial adviser. His expertise and commitment to his clients are truly exceptional!
Relationship to Financial Advisor: Client as of Jul 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 23, 2025
We’re so thankful for the support of GDS Wealth Management! Through sponsorships and volunteer work, GDS has made a real impact at the Veterans Outpost. GDS truly cares about serving the community, and it shows in everything they do. We’re thankful for their generosity and commitment to our mission. Thank you GDS!— Veterans Outpost
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 5, 2025
GDS shows they care about their clients, not only in planning for their financial future but also by putting on nutrition classes and home made bread baking!Victoria is the most thoughtful and conscientious planner!
Relationship to Financial Advisor: Client as of Jun 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 5, 2025
I’ve been with GDS for several years. Glenn, Robert and Victoria are very knowledgeable and guide me in my investments. I recommend you meet them if you are looking for a new investment group.I love attending client functions. The sourdough workshop tonight was fun and a great learning event. The team feels like family all these years later!
Relationship to Financial Advisor: Client as of Jun 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 23, 2025
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 10, 2025
Working with GDS Wealth Management has completely transformed the way I think about wealth management. From day one, their team made me feel heard, valued, and most importantly, confident about my financial future. Their attention to detail, personalized strategies, and commitment to transparency blew me away.They don’t just manage money, they build relationships and empower clients. Every recommendation is tailored, every meeting is insightful, and the results speak for themselves. Whether you’re planning for retirement, growing your portfolio, or building generational wealth, this is the team you want in your corner.And the cherry on top? The incredible client events and educational seminars they host throughout the year. Not only are they fun and engaging, but they also provide valuable insights in a relaxed, welcoming environment. It’s clear that GDS truly cares about creating a well-rounded, enriching experience for their clients, both financially and personally.If you're looking for a firm that blends deep financial expertise with integrity, genuine care, and an unmatched client experience, look no further. GDS Wealth Management is hands down the best decision I’ve made for my financial health.
Relationship to Financial Advisor: Client as of Apr 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 2, 2025
GDS is an exemplary Financial Mgt. organization with a very dedicated staff!I would highly recommend Glen Smith as a retirement portfolio manager.
Relationship to Financial Advisor: Client as of Mar 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 2, 2025
These guys are wonderful. They put everything in easy to understand language and provide a sense of ease regarding retirement and future
Relationship to Financial Advisor: Client as of Feb 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Awesome people.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Best investment firm that treats you like family! Thank you for all the years of taking care of my future!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
What a refreshing experience to have a team of financial experts who are dedicated to taking the stress out of retirement planning and providing excellent advice so we can focus on growing our dreams while they grow our savings.Thank you Mike, Dan, and Tim!!!!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
The best financial support you can ask for, including an amazing annual client appreciation event!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We have just recently joined the GDS family, but have been very impressed and pleased with our experience so far. Great advisors who are very passionate about our goals and ensuring that we have a strong plan for our future.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Great people who treat their clients like family! Wouldn’t trust my nest egg to anyone else!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
What a beyond exceptional company to invest with. Truly feel taken care of. You will greatly appreciate the personal care you receive with GDS. Thanks Ross for all the personal attention and making feel at home.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We are fairly new clients of GDS, having joined April 2024. It has been a pleasure working with them. They are professional and very knowledgeable in their field We are very pleased with their work!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We are absolutely and totally pleased with our move to GDS Wealth Management. Sebastian has been wonderful & keeps us up to date with so many aspects of our finances & investments. The whole company is amazing!! We highly recommend d them!!!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Most awesome people to work with.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
I’m attending the GDS event at Rangers stadium. This is a top notch organization. I can’t wait to join the group. I have close friends that have been with them for years. I can’t wait to join them!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Fun night out with GDS Wealth Management
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
My husband and I have been with GDS for over 4 years and have been more than satisfied with their financial advice. I can highly recommend them.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Great team of financial advisor! Exactly the type of personal touch i appreciate.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Glen Smith and his entire team are great to work with and keep us well informed.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
GDS is always looking out for our best finacial interests.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We’ve been with GDS since 2019 and can’t say enough good things about them! Top notch customer service and genuinely good people. Robert was great, but Jordan’s haircut is better!!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
GDS is the best! We have been with them for over 10 years now and have nothing but high praise for the entire staff. We wouldn't think of anyone else to manage our retirement funds! Tyler is at our table tonight at the ballpark event and he is a wonderful representative of GDS!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
GDS is an amazing management company. Their service is so personalized, and they have been such a blessing for our family. My parents initially joined with GDS, and after their phenomenal experience, my husband and I decided to join with them as well. We have been very happy with our experience.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Thank you GDS for a wonderful event. The attention to detail and all of the swag was super cool.Kelly and Jim Billington
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
The GDS team’s customer service is exceptional! From the support team to Glen, Robert and Alex-they all deliver exceptional service. They listen and work to help customers reach their goals. Thanks team!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
GDS Wealth Management gives high end service to all their clients and goes above and beyond in all they do!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Once again, Glen and his team, GDS Wealth Management, always have a fantastic client appreciation event, this year, 2025, was over the top, with a private concert with amazing song writers at Globe Life Field in Arlington, Tx….looking forward to many more productive years with Glen and his team!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
My family has been a client of GDS for many, many years, this is a company of integrity.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We have been thrilled with our experience with GDS Wealth Management ! They are courteous, professional and caring!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We appreciate all the guidance in our journey to retirement. GDS has done a great job and we could not be more pleased to be part of the GDS family! Thank you! The Gambino Family.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Thank you GDS! Their expertise combined with a first class personal touch are just what we needed. Our financial performance is fantastic. I definitely recommend their services.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
I’ve been friends with GDS for over 20 years. Glen and the staff have always done a wonderful job. We’ve been through some real ups and downs. We’ve always come out on the other side doing great!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
I am a very happy client of GDS Wealth Management.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
GDS is a wonderful financial management company. Our advisor, Andrew, is great. He keeps us informed about our account on a timely basis.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Very trust worthy company. With great values.Who know all their clients and make you feel like you’re part of a successful family. @Glenn and @Annie are amazing individuals who look at for your best interest.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Great event GDS, thanks for hosting.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Fantastic event at Globe Life! Thank you GDS!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We have been with GDS for nearly 5 years. We have had many financial advisors prior to this, but GDS is the only one who took the time to understand our specific needs. Annie Adkison is our advisor. I cannot imagine working with anyone else. I have referred GDS to everyone I know.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
The knowledgeable professionals at GDS continue to exceed our expectations. Thank you!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
The GDS team is great. They treat everyone like a VIP!
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We have been clients here for more than three years and we cannot speak highly enough about the staff and the extremely high level of care they offer their clients. Would highly recommend to anyone looking for a financial advisor.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
We have been with GDS Wealth Management (GDS ) for two years, and we are so grateful! The performance of our portfolio has exceeded our expectations, and the relationship aspect has been exceptional. My wife and I rest at night in peace with confidence our retirement goals are in sight. Nothing phony here, no slick talk, no BS, no pressure - just honesty, straight-forwardness, professionalism, and the feeling they really care about our goals as much as we do. They genuinely care about their clients! And the client events are spectacular.
Relationship to Financial Advisor: Client as of Feb 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 29, 2024
GDS Wealth Management has been awesome to work with. From the office staff to my account advisor, they all have been very friendly and professional. I have recommended them to all my friends.
Relationship to Financial Advisor: Client as of Dec 29, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 12, 2024
GDS has been amazing in both managing our finances and communicating with us consistently throughout the year. They have provided us with such a peace of mind and have made my decision to retire easier. I recommend them highly.
Relationship to Financial Advisor: Client as of Nov 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 27, 2024
My husband and I have been working with our advisor at GDS since August 2023. He has been incredible in answering our questions and making us feel comfortable with our retirement plan. The ability to adjust the specifics of our plan allows us to play around with different scenarios and determine what will work best for us.
Relationship to Financial Advisor: Client as of Aug 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 10, 2024
GDS folks are knowledgeable, professional, and people of high integrity. They come highly recommended!
Relationship to Financial Advisor: Client as of Aug 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 31, 2024
I can't say enough good things about GDS Wealth Management! From the moment I walked in, the staff were incredibly friendly and welcoming. They took the time to understand my financial goals and provided clear, insightful advice. The level of service is outstanding, and they truly care about their clients. What's even more impressive are the superior results I've seen with their guidance. I highly recommend GDS Wealth Management to anyone looking for a trustworthy and effective financial advisor!
Relationship to Financial Advisor: Client as of Jul 31, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 16, 2024
Highly recommend GDS. We’ve been very pleased with their approach to managing our investments in a manner that is specifically crafted for our family. The level of service is unmatched!
Relationship to Financial Advisor: Client as of Jul 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 16, 2024
I have had a wonderful experience with GDS Wealth Management. Not only have my accounts grown in the short time I've been with them, but also I have completely enjoyed the relationship I've built with my advisor, Victoria Geiger. When looking for a new financial planning firm I wanted a firm who would excel at communication. GDS and Victoria do not disappoint. They keep me well-informed and up to date at all times. I also feel comfortable asking questions at any time. I would definitely choose them again.
Relationship to Financial Advisor: Client as of May 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2024
Relationship to Financial Advisor: Client as of Apr 17, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 16, 2024
GDS Management is exactly what you are looking for. We were quite frustrated with our prior adviser and then we found Sebastian Carillo. Everyone at the company is wonderful - helpful, friendly, and WISE. Sebastian always takes or returns our calls and takes any question seriously. All fees, etc are completely transparent. On top of that, there is a PLAN that makes so much sense to not just achieve our goals, but even better. It is so wonderful to be worry-free about trusting someone with what we worked hard for our entire life.
Relationship to Financial Advisor: Client as of Apr 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 5, 2024
I have had GDS Wealth Management as my Financial advisor since 2021.I left my previous advisor not due to dissatisfaction with my investment performance – for instance, they managed adequately during the COVID market turmoil. Rather, I left because they couldn't justify their actions when adjusting my portfolio at that critical time. It became evident that I had been placed in a generic portfolio, not tailored to my individual goals and concerns; they seemed satisfied with giving me a "close enough" match.GDS provided the personalized advice I sought from my very first meeting with them, giving commitment-free guidance during several initial meetings. Despite considering various advisory firms in 2021, none were able to match my confidence in GDS's transparent and tailored service. Over the past three years, I've consistently found satisfaction in both GDS's service quality and performance.While I'm not overly demanding, GDS has consistently supported me with prompt assistance and clarity whenever I've had questions. Being able to establish personal connections with my GDS financial planner and client associates has made them feel like an extension of my family.Although trust and confidence in your financial advisor are important, so is performance. As a relatively aggressive investor nearing retirement, I prioritize minimizing losses during downturns while capitalizing on market upswings. In this regard, my investments with GDS have weathered market fluctuations adeptly, experiencing less than 60% of the market loss during downturns and capturing over 80% of market gains during expansions.Choosing an investment advisor should be more than entrusting them with your money; it's about securing your future. I have entrusted GDS with my retirement and can envision a long and comfortable future ahead. My endorsement of GDS couldn't be stronger.
Relationship to Financial Advisor: Client as of Apr 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 2, 2024
We spent months interviewing multiple financial advisors. When we met with Jordan and Robert, we knew this relationship would be exceptional. Not only do they have superior financial strategies, they want a personal relationship with each and every client.
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 30, 2024
Robert has been our advisor for a few years now. We have been very pleased with the relationship we’ve built with him and how our investments have done in this crazy financial market.. Our trust in their investment process has only grown. So grateful for his guidance.
Relationship to Financial Advisor: Client as of Mar 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 28, 2024
I was fortunate to find this company ! They are dedicated hard working people. They are professional & very knowledgeable about your investments ! They’re kind & helpfulEspecially my advisor Victoria !!
Relationship to Financial Advisor: Client as of Mar 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 13, 2024
I have been a client of GDS for quite a while. I can truthfully say I put my financial trust where I knew it would be appreciated and protected. Jorden Kast has been a very positive and professional advisor. Thank you…..
Relationship to Financial Advisor: Client as of Mar 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 10, 2024
Beck and I truly appreciate the financial support wisdom of Sebastian and the team at GDS Wealth Management. It’s a different chapter in our lives and we feel confident in Sebastian and the whole team of guidance. We’ve shared their names and support with kids and friends. Normally for some reason sharing financial planners is such a hush hush. Well with Sebastian who is wiser beyond his age (ha!) I’ve got to suggest him to all when in conversation. Thank you for your blanket of security to this aging couple!
Relationship to Financial Advisor: Client as of Mar 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 7, 2024
We joined GDS wealth in 2023 and it was the best decision we made that year! Everyone at the facility are professional and very attentive they always make you feel like you are the most important person they are speaking with. Our experience with Sebastian has been exceptional.He has been our biggest asset in continuing to build our retirement funds. He is succeeding! We are so Thankful for GDS Wealth Management setting their goals high in serving their customers and helping us succeed financially. I highly recommend GDS to anyone wanting to succeed in their future.
Relationship to Financial Advisor: Client as of Mar 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 4, 2024
WOW- Is all I can say. My family has been provided above and beyond service from Robert over the last 20 years. He is like family. Robert has walked with me and my sisters now thru many changes in our family.He’s always our go to with questions and is willing to take the time to explain things in “english.” My family is truly grateful for Robert!
Relationship to Financial Advisor: Client as of Mar 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 4, 2024
An amazing group of professionals and yet great personal attention to every account. They truly care about my success and I feel like they are family!!! Great results and programs designed to fit your needs!!! I highly recommend them!!!
Relationship to Financial Advisor: Client as of Mar 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 3, 2024
Relationship to Financial Advisor: Client as of Mar 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 2, 2024
Amazing team and people. Seek them now. They care more about you than your money. And they will make you lots of money. I go to a specialized and trained doctor for the practice of medicine. Go to a specialized financial expert for the practice of wealth management. 🏦
Relationship to Financial Advisor: Client as of Mar 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 2, 2024
Awesome GDS Event with a great story telling concert! Thanks GDS for the Client Event ever! Can't wait to see how you top this next year. BM & MM
Relationship to Financial Advisor: Client as of Mar 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 1, 2024
My husband and I have been using GDS for almost 15 years and have been very pleased. We've had Glen and Annie as our advisors, and both have been extremely personable and tailor investments and financial decisions based our on personal situation. They've been very helpful for financial advice and always seem to be on top of what's going on in the market. They are very proactive in providing client updates each quarter and are always happy to jump on a call or quickly respond to an email question. Their whole office has been very friendly and easy to deal with. I've recommended them to multiple friends.
Relationship to Financial Advisor: Client as of Mar 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 27, 2024
The folks at GDS wealth management are fantastic. They provide through detailed portfolio statements and offer excellent advice. I never feel rushed with my portfolio manager, I'm sure I bore him to death but I'm allowed to share my thoughts about the economic and political times, historically, right now and in the future. They always discuss options and in my case where I'm preparing for retirement they have offered some great advice I didn't even think about. My last review was very enlightening and most unexpected on a positive note. Compared to the last company that managed my portfolio these guys knock it out of the park on all fronts. Keep up the good work.
Relationship to Financial Advisor: Client as of Feb 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 5, 2024
My husband and I have been so pleased with the professionalism provided by GDS. Our advisor met with us and laid out a plan that has given us peace of mind for the future. We have met several times and he has been diligent about informing us of our financial plan. Just wish we had found GDS sooner.
Relationship to Financial Advisor: Client as of Jan 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 3, 2024
We have been with GDS Wealth Management for a little over a year now, and the experience has been wonderful. Of course the price of entry is good financial performance, which they have delivered in spades. The cherry on top is the unbelievable customer service they provide. They are good people who are also very good at their jobs. If you are in the market for a wealth planner, I highly recommend you check them out.
Relationship to Financial Advisor: Client as of Jan 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 13, 2023
Have been impressed with GDS Wealth Mgmt. Everyone is very professional and knowledgeable; communication is excellent. Sebastian has ensured my account stays on track....thank you!!
Relationship to Financial Advisor: Client as of Dec 13, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 18, 2023
Relationship to Financial Advisor: Client as of Nov 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 18, 2023
Relationship to Financial Advisor: Client as of Nov 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 18, 2023
Relationship to Financial Advisor: Client as of Nov 18, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 15, 2023
We have been clients of GDS for a few years now and cannot recommend them highly enough. It has been an excellent experience all around.
Relationship to Financial Advisor: Client as of Nov 15, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 8, 2023
Outstanding financial advice. Very well positioned investments and returns.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 21, 2022
Great people and portfolio growth.
Relationship to Financial Advisor: Client as of May 21, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wealthtender
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
Get answers to frequently asked questions regarding the services offered by Andrew Schmuhl, CFP®, ChFC®, CEPA®
View Disclosures
FAQs
Is GDS a fiduciary financial advisor?
Yes. GDS operates as a fee-only fiduciary; meaning advice is objective and not driven by commissions or product sales. A fiduciary is legally required to always act in your best interest.
Does GDS work with clients outside of Texas?
Yes. While based in the DFW area (Dallas/Fort Worth), GDS also serves clients in Florida, California, New York, and nationwide using secure digital technology and virtual meetings.
How do you get paid?
Here at GDS Wealth Management, we are a fee-only firm, meaning we are paid an annual percentage for the assets you have under our management. We aim to make our fee structure fully transparent. With fee-only management, there are no commissions, no kickbacks, and no proprietary products. Your exact fee is determined by the size and complexity of your situation and generally ranges from 0.50% to 1.25% of assets under management.
How much does it cost to come in and see a financial advisor?
You deserve personalized financial guidance that fits your unique goals and circumstances. That's why we offer a complimentary, no-obligation consultation where you can explore your financial priorities and see if our approach aligns with your needs. During this initial meeting, you'll have the opportunity to ask questions, discuss your objectives, and determine whether partnering with a GDS Wealth Management financial advisor feels right for you. Contact us today to schedule your consultation.
Do you have a minimum amount required to work with you?
In order to ensure that our clients receive the exemplary service and personalized attention that we are known for, our clients have a minimum of $1,000,000 in investable assets.
FAQ Disclosures
To view all firm disclosures and material risks, please visit gdswealth.com/disclosures.
