Gasber Financial Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$169,074,275
Clients
180
Advisors
2
of 4 employees
About
Gasber Financial Advisors provides personalized financial planning and investment management to individuals, families, small businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm serves a mix of business owners, professionals, corporate executives, inheritors, and retirees and offers standalone planning engagements as well as ongoing wealth management and plan-level services.
Gasber’s investment approach emphasizes evidence-based, strategic asset allocation implemented primarily with index funds and ETFs, documented in written Investment Policy Statements and overseen through discretionary management with quarterly review and rebalancing. The firm conducts regular performance reporting and reassesses client risk tolerances on a three‑year cycle.
Noteworthy features include a fee-only practice that uses flexible planning engagement models (hourly, project, and retainer) and a wealth‑management offering that combines asset-based investment management with a recurring planning retainer. Founded in 1995 and operating with a two-advisor team managing roughly $177.7 million, the firm also advises on a broader set of investment vehicles (including hedge funds, venture opportunities, private REITs, and derivatives) and provides qualified-plan services such as benchmarking and employee education, services that are less common among similarly sized teams.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project fees typically range from $2,000 to $5,000, negotiable; Financial planning retainer billed quarterly, negotiable
$0 - $1,000,000: 1.00% annually (0.25% per quarter) $1,000,001 - $2,000,000: 0.75% annually (0.1875% per quarter) $2,000,001 - $5,000,000: 0.60% annually (0.15% per quarter) $5,000,001 - $10,000,000: 0.30% annually (0.075% per quarter) $10,000,001+: 0.20% annually (0.05% per quarter)
Professional: $175-$350/hour; Para-planner: $125/hour; Clerical: $75/hour
Financial planning retainer fee billed quarterly, amount negotiable
Account minimum: $5,000,000 Minimum fee: Minimum annual fee of $5,000 for Qualified Plans Fee-only: Fee-only financial planning and investment management services (no commissions)
Main office
81 Blue Ravine Road, Suite 250
Folsom CA 95630-4157
Advisors at this office
2
Most active in
California · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gerald G
CFP®, Series 63, Series 65
Folsom, CA
Gasber Financial Advisors, Inc
Gerald Gasber is a CFP® with 30 years of experience in the financial industry. He has been with Gasber Financial Advisors, Inc. since 1995. The firm serves individuals and families, including high-net-worth clients and business owners, offering fee-only financial planning, investment management, and wealth management services. Gasber Financial Advisors follows an evidence-based, strategic asset allocation approach using index funds and ETFs to build globally diversified portfolios.
Karen M
CFP®
Folsom, CA
Gasber Financial Advisors, Inc
Karen Miller is a CFP® professional with 12 years of industry experience, currently serving at Gasber Financial Advisors, Inc. in Folsom, CA. She has been with the firm since 2013. Gasber Financial Advisors, Inc. serves individuals and families, including high-net-worth clients, retirees, business owners, and charitable organizations, as well as qualified retirement plans. The firm employs an evidence-based, strategic asset allocation approach using index funds and ETFs to build globally diversified portfolios and manages approximately $160 million in client assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")