GAP Financial Counseling Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gap Financial Counseling provides fee-only, project-based financial counseling and investment analysis to individuals and business entities, including high-net-worth individuals, business owners, private equity investors, and those facing complex personal situations such as widowhood or divorce. The firm offers customized planning and analysis services but does not sell financial products, maintain custody of client assets, or manage investment portfolios on an ongoing basis.
The firm’s work centers on detailed, fundamental analysis of specific investments and on strategic financial planning, including review of public filings (10-Ks/10-Qs) and non-public financial information where available, and coordinating with tax, estate, legal, banking, and investment specialists to implement plans. Engagements are project- or consulting-based and billed on an hourly or fixed-fee basis rather than as a percentage of assets, and clients are encouraged to revisit plans annually rather than receive continuous portfolio management.
What is distinctive about this firm relative to many solo independent advisers is its explicit service to corporate and business clients and its experience providing cross‑functional team leadership for business cash‑flow management, raising debt and equity, and operational/financial analysis for firms. The firm’s principal participates actively in professional education and industry forums (including CFA Institute activities and estate-planning conferences) and draws on that technical background to support client education and occasional workshops while maintaining a strictly advisory, non-sales model.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed rate fees paid on a predetermined basis based on various factors
$240 to $480 per hour
Fee-only: Hourly fees ranging from $240 to $480 per hour; fixed fees based on scope and complexity of services
Main office
Naples FL
Advisors at this office
1
Most active in
Florida
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.
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