Glen D. Smith, CFP®, CRPC®
Financial Planning for Your Future | Fee-Only Fiduciary
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Financial Planning for Your Future | Fee-Only Fiduciary
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 Glen D. Smith, CFP®, CRPC®
Hi, I'm Glen Smith, CEO and CIO of GDS Wealth Management. I earned my bachelor’s degree in Management and International Business from Sonoma State University and previously served as a Senior Vice President and Financial Advisor with Merrill Lynch before founding GDS Wealth Management. I have attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and am a Chartered Retirement Planning Counselor™ (CRPC®).In 2020, the National Football League Players Association (NFLPA) approved me to act as a Registered Player Financial Advisor.
With more than two decades of experience in the financial services industry, I have developed comprehensive knowledge in wealth management and financial planning. As the founder, CEO, and CIO, I am most proud of the client-focused culture GDS has built, one rooted in service, integrity, and accountability. I lead the GDS team by example, promoting a philosophy of servant leadership and a strong commitment to client care.
I have been quoted in several national publications, including The New York Times, The New York Post, The Wall Street Journal, Barron’s, CNBC, and Investor’s Business Daily, where I have provided market commentary and perspective on industry trends. I have also participated in interviews with Fox Business, BBC News, The Schwab Network, BNN Bloomberg, Reuters, and Cheddar TV. Since 2019, I have been recognized on Forbes’ Best-in-State Wealth Advisors list by SHOOK Research, which considers factors such as experience, client service, and community involvement.
Born in California, I grew up in Guayaquil, Ecuador, where my parents were career missionaries. I remain active in the Guayaquil community, supporting organizations that provide meals and resources to malnourished children. I now live in Flower Mound, Texas, with my wife, Gisella, and our children, Nathalia and Lucas. We're members and active volunteers at RockPointe Church and enjoy giving back to our local community.
In my spare time, I enjoy playing tennis, traveling with my family, attending my children’s sporting events, and spending time together at home.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
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
Sonoma State University, Bachelor’s degree in Management and International Business
Hobbies and Interests
- Church
- Family
- Tennis
- Traveling
- Volunteering
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
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FAQs
FAQ Disclosures
To view all firm disclosures and material risks, please visit gdswealth.com/disclosures.