Glen Smith
CFP®, CRPC®
GDS Wealth Management
President
Glen Smith
CFP®, CRPC®
GDS Wealth Management
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Glen Smith, CFP®, CRPC®
Fee-Only financial planner located in Flower Mound, TX, serving clients locally and across the country
Glen Smith is a Flower Mound, TX fee-only financial planner. GDS Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Glen Smith is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Glen Smith has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client’s best interests.
Glen earned his bachelor’s degree in Management and International Business from Sonoma State University and was a senior vice president and financial advisor with Merrill Lynch before founding GDS Wealth Management. He has attained the prestigious CFP® certification and is a Chartered Retirement Planning Counselor. In 2020, Glen was also approved to act as a National Football League Players Association (NFLPA) Registered Player Financial Advisor. Glen is most proud of the services GDS offers to clients. More than just saying the words that “we care,” Glen and the GDS team strive to actually fulfill that commitment and provide clients with the highest possible level of service and standards.
Glen has been interviewed and highlighted in several publications, including The Wall Street Journal, Barron’s, Fox Business, and Investor’s Business Daily. In 2019, 2020, 2021, and 2022, Glen has been named as one of Forbes Best-in-State Wealth Advisors, a prestigious recognition for standout wealth advisors who top the list in each state.
Born in California, Glen grew up in Guayaquil, Ecuador, where his parents are career missionaries. He remains active in the Guayaquil community, supporting an organization that feeds malnourished children. Glen now lives in Flower Mound with his wife, Gisella, and their children, Nathalia and Lucas. The Smiths are members and active volunteers at RockPointe Church in Flower Mound and love giving back to their community. In his spare time, Glen enjoys playing tennis, traveling with his family, attending his children’s sporting events, and spending time with his family.
Glen Smith 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.
At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.
Helping manage your wealth is highly personal, and we take this task very seriously. As investment adviser representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things.
We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you’re happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Glen Smith is a NAPFA-Registered Financial AdvisorThe 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.
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Glen Smith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Glen Smith 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.
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Glen D. Smith has been named as one of Forbes Best-in-State Wealth Advisors for 2022
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Glen Smith is Quoted on Cision PR Newswire: "GDS Wealth Management Voted 2022 Best Financial Planning Firm in Denton County"
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Glen Smith is Quoted on Lakeside News: "Wealth management firm first to purchase a site in Lakeside Village"
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"Glen D. Smith Approved Membership As An NFLPA Registered Player Financial Advisor" as Reported by Cision PR Newswire
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Glen Smith is Featured in The Cross Timbers Gazette: "Who is Glen D. Smith & Associates?"
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Glen Smith is Quoted in The Cross Timbers Gazette: "Glen D. Smith and Associates: New company, new location, same great staff and services"
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Glen Smith is Quoted in Live Local Magazines: "Nationally Recognized but Close to Home"
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Glen Smith is Quoted in the Wall Street Journal: "You’re Getting Married Again. Should You Combine Finances, Too?"
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Glen Smith is Quoted on Barrons: "The Secure Act’s New Rules Are Causing a Lot of Confusion. We Answered Your Most Frequent Questions."
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Glen Smith is Quoted on CNBC: "Here’s how much money you give up if you don’t grab your employer’s 401(k) match"
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Glen Smith is Quoted on Fox Business: "Bad investments? Turn them into a tax advantage"
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Glen Smith is Quoted in Investor's Business Daily: "Giving Back: Advisors Guide Clients To Maximize Their Philanthropy"
Contact Glen Smith
Office Locations:
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1029 Long Prairie Road
Suite C
Flower Mound, TX 75022
