Vetted Advisor's Table

Glen Smith, CFP®, CRPC®
GDS Wealth Management

Tel: 469-212-8072
2910 Lakeside Village Blvd
Flower Mound, TX 75022
GDS Wealth Management | Financial Advisor in Flower Mound ,TX

Your team. Your plan. Your future.

About GDS Wealth Management

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 advisor 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.

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General Information

Firm Start Year:   2004
No. of Employees:   10-19
Name of Custodial Firm:   Raymond James
States Licensed in:   TX, CA, LA, FL, OK
Number of Years with Current Firm:   7
Work Experience:   Glen 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.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning


Investment Types:   Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Our Office, Email, Phone, Video Conference

Firm Information

Firm's Number of Clients:   439
Firm's Number of Planning Clients:   439
Firm's Number of Managed Clients:   439
Assets Managed by Firm:   801,248,577

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $750,000
Compensation Methods:   Based on Assets


How are you compensated? How will I pay for your services?

GDS Wealth Management is a fee-only firm.

Will you be the only person working with me?

GDS Wealth Management works as a team to serve all of our clients.


WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures



GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. GDS Wealth Management only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of GDS Wealth Management's current written disclosure brochure filed with the SEC which discusses among other things, GDS Wealth Management 's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 7:30 AM - 5:00 PM
Tue. 7:30 AM - 5:00 PM
Wed. 7:30 AM - 5:00 PM
Thu. 7:30 AM - 5:00 PM
Fri. 7:30 AM - 5:00 PM

Awards & Recognitions

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

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