A complete list of active advisors currently associated with Gap Financial Services

Warmer can help you find a great advisor at Gap Financial Services or one who fits your needs even better.

Gap Financial Services works with individuals — including high‑net‑worth clients — as well as businesses and retirement plan sponsors, providing discretionary investment management, written financial planning and a comprehensive planning retainer offering. The firm also advises on and helps select third‑party (outside) managers and delivers participant education and portfolio models for qualified retirement plans. Gap typically builds passively oriented portfolios using index mutual funds and ETFs to emphasize low internal costs, minimal turnover and tax efficiency, but it also operates a proprietary options program that writes short‑term put and call contracts (including covered and naked positions). Investment management is discretionary with at least quarterly reviews; the firm requires a $500,000 minimum for its direct investment management service while planning and outside‑manager services may have different requirements. Noteworthy for a firm of this size, Gap combines a passive core approach with an active options overlay and a formalized ongoing planning retainer, and the advisory team brings multi‑firm industry experience and multiple advanced professional credentials. The firm has applied for SEC registration, uses Schwab’s institutional platform (including access to Schwab support services), does not accept ongoing custody beyond fee debiting, and does not vote client proxies — operational features prospective clients may wish to consider.

To learn more about the advisors currently working at Gap Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.