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GIBSON FINANCIAL SOLUTIONS, INC.

ELLSWORTH, ME · CRD 117831 · IAPD ↗ · gibsonfinancialsolutions.com · 207-667-9993

$133.7MRegulatory AUM
1Advisory reps
2Employees
29Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — GIBSON FINANCIAL SOLUTIONS, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
December 2024 — GIBSON FINANCIAL SOLUTIONS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
October 2024 — GIBSON FINANCIAL SOLUTIONS, INC. (ELLSWORTH, ME) is newly SEC-registered with $122.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.