Bridge the Gap Retirement Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bridge the Gap Retirement Planners serves individual and high‑net‑worth clients, offering investment management alongside ongoing and hourly financial planning. The two‑advisor firm manages roughly $49 million for about 32 clients and provides planning across retirement, estate, tax, business, cash‑flow, insurance, and risk‑management topics.
The firm delivers investment management exclusively through a bundled wrap fee program that covers advisory services, brokerage commissions, and most custodial charges; it does not manage non‑wrap accounts. Financial planning engagements are collaborative and use financial‑planning software and third‑party research to produce written plans and recommendations, which clients may implement themselves unless they also enroll in the wrap program.
Noteworthy for its size, the firm sponsors a wrap fee program—a relatively uncommon arrangement among similar supported firms—and discloses the potential conflicts that arise from a bundled asset‑based fee. It operates on a fee‑only basis, accommodates client‑imposed investment restrictions, and may waive planning fees for clients who engage its investment management services.
Client services
Expertise
Fee options
Hourly Financial Planning provided at $250 per hour, fees negotiable
Fee-only: Ongoing Comprehensive Financial Planning fees range from $1,000 to $12,000 annually, negotiable; Hourly Financial Planning at $250/hour
Main office
See office2655 First Street, Suite 250
Simi Valley CA 93065
Advisors at this office
1
Offices (2)
Most active in
Arizona · California
Also doing business as
Bridge The Gap Retirement Planners · Bridge The Gap Retirement Planners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Bryan C
CFP®
Simi Valley, CA
Bridge the Gap Retirement Planners
At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.
Andrew G
CFP®, Series 63, Series 66
Phoenix, AZ
Bridge the Gap Retirement Planners
Andrew Gerhartz is a CFP® with 15 years of industry experience, currently serving at Bridge the Gap Retirement Planners in Phoenix, AZ. He previously worked for six years at Schwab Private Client Investment Advisory, Inc. Gerhartz is co-owner of The Money School LLC, through which he provides general financial education to a broad audience. Bridge the Gap Retirement Planners serves individual and high-net-worth clients with investment management and financial planning across multiple areas, including retirement, estate, and tax planning. The firm manages approximately $49 million in wrap fee programs for about 32 clients and offers collaborative, software-supported financial planning services.
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