Gusto Investment Services, LLC
San Francisco, CA·SEC-registered · CRD #281515
Gusto Investment Services, LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $12B across 551k client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$12B
Client accounts
551k
Advisory staff
2
Fee model
Fee-only
How Gusto Investment Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Gusto Investment Services, LLC
How much does Gusto Investment Services, LLC manage?
Per its most recent SEC Form ADV filing (05/29/2026), Gusto Investment Services, LLC reports $12B in regulatory assets under management across roughly 551k client accounts.
How does Gusto Investment Services, LLC charge?
Gusto Investment Services, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Gusto Investment Services, LLC a fiduciary?
Yes. Gusto Investment Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #281515), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Gusto Investment Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Gusto Investment Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Gusto Investment Services, LLC's public SEC Form ADV filing (CRD #281515, filed 05/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Gusto Investment Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Gusto Investment Services, LLC? Claim this profile.