Allen Gibson



President & CCO

Allen Gibson



President & CCO

As a fee-only financial planner, my focus is to offer comprehensive financial planning advice to help you achieve your life goals. We help busy, successful people organize, simplify and manage their financial lives. - Allen Gibson, CFP®, ChFC®, CRPC®, CLTC®, CDFA®, CEP®, BFA, NSSA®, RSSA®

Fee-Only financial planner with offices in DFW an Tyler, Texas, serving clients locally and virtually across the country

Allen Gibson is a Allen, TX fee-only financial planner. GIBSON WEALTH ADVISORS LLC provides comprehensive financial planning, investment planning, and estate planning to help pre-retirees, retirees, entrpreneurs, professionals and high net-worth individuals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Allen Gibson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Allen Gibson is Founder and CCO at Gibson Wealth Advisors located in Allen, Texas.

In 2016, after spending 25 years with the world’s leading financial planning company, I founded Gibson Wealth Advisors, LLC.   As a Registered Investment Advisory firm, we work directly for our clients, not for a brokerage firm or corporation, and we're held to a fiduciary standard.    That means that we are required to act in our client's best interests.   We do not have any products to sell and we never receive commissions, bonuses, trips or other incentives from third-party any corporations.    We get paid for providing financial advice, not for selling things.

I received a BBA in finance from the University of Texas at Arlington and joined Ameriprise soon after.  


We believe that ongoing education is important to be able to stay proficient and be able to provide value to our clients.   

CFP® - Certified Financial Planner Practitioner®

CEP® - Certified Estate Planner®

ChFC® - Chartered Financial Consultant®

CRPC® - Chartered Retirement Planning Counselor®

CDFA™ - Chartered Divorce Financial Analyst™

CLTC® - Certificate in Long-Term Care™

BFA® - Behavioral Financial Advisor

NSSA® - National Social Security Association

RSSA® - Registered Social Security Analyst®  


On a personal note, my wife’s name is Dede and our son is Kylar. We have two dogs, Molly the goldendoodle and Maggie, the sheepadoodle.  My family and I enjoy traveling together, especially snow skiing and spending time at our place on Lake Tyler.

Allen Gibson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

LIFE CAN BE COMPLICATED.  But Managing Your Wealth Shouldn’t Be.

Our team is dedicated to transforming your complex financial affairs into manageable solutions. Gibson Wealth Advisors, LLC is a Registered Investment Advisory firm that provides fee-only comprehensive financial planning and wealth management advice. As a fee-only Registered Investment Advisory (RIA) firm, we’re held to a fiduciary standard. But what does that mean for you? It’s a promise that we’ll do only what we believe is in your best interest. We put personal motives, gains or conflicts of interest aside to ensure we’re acting in an honest and trustworthy manner.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Social Security & Medicare Consulting
  • Investment Management
  • Tax Planning & Preparation
  • Insurance Analysis and Recommendations

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Young Professionals
  • Average Joes

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • Virtual Meetings

Professional Designations & Affiliations

  • Financial Planning Association
    Allen Gibson is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Certified Financial Planner (CFP)
    Allen Gibson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Certified Estate Planner™ (CEP®)
    Allen Gibson is a Certified Estate Planner™ (CEP®)

    The CEP program was created by The National Institute of Certified Estate Planners (NICEP) . A CEP® professional has obtained an expertise around the financial, legal and tax aspects of estate planning allowing for a deeper understanding of the complexities estate planning presents. The CEP® designation is earned upon completion of distinctive coursework and the passing of a proctored examination by the NICEP. The designation is maintained through association with professional estate planning peers, meeting continuing education requirements, and upholding the NICEP’s code of ethics.

  • ChFC - Chartered Financial Consultant
    Allen Gibson is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CRPC - Chartered Retirement Planning Counselor
    Allen Gibson is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • Divorce Financial Analyst
    Allen Gibson is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • CLTC - Certification for Long-Term Care
    Allen Gibson holds the Certification in Long-Term Care (CLTC®)

    The CLTC® (Certification in Long-Term Care) program was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families. The designation has been recognized and supported by The American College, CFP® Board, NAIFA, NAHU and major insurance carriers.

  • Behavioral Financial Advisor (BFA)
    Allen Gibson is a Behavioral Financial Advisor™ (BFA™)

    Financial advisors earning the Behavioral Financial Advisor™ certificate have completed the certification program to help mentor and coach clients in their financial decisions, and offer a holistic approach to strengthen the advisor-client relationship using an integrated approach founded on self-awareness, demonstrating how traditional finance practices are influenced by psychology and neuroscience.

  • National Social Security Advisor Certificate (NSSA®)
    Allen Gibson earned the National Social Security Advisor (NSSA®) Certificate

    Financial professionals who have earned the NSSA® certificate can provide comprehensive knowledge of the Social Security program to help clients maximize the usage of their benefits. The certificated is earned using knowledge obtained through the NSSA® Certificate Program, in conjunction with adherence to the NSSA® standards of excellence, continuing education, and access to ongoing support.

  • Ed Slott's Elite IRA Advisor Group
    Allen Gibson is a member of Ed Slott's Elite IRA Advisor Group℠

    Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott has created Ed Slott's Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients

Contact Allen Gibson

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Office Locations:

  • 700 Central Expressway S
    Suite 400
    Allen, TX 75013
  • 1015 Pruitt Place
    Suite 105
    Tyler, TX 75703

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