A complete list of active advisors currently associated with Gebhardt Group, Inc

Warmer can help you find a great advisor at Gebhardt Group, Inc or one who fits your needs even better.

Gebhardt Group provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations and retirement plan participants, serving a primarily individual and high‑net‑worth clientele. The firm manages roughly $346 million for about 225 clients across three advisors and typically requires a $1 million account minimum (or a set minimum annual fee), and offers fee‑based planning on an hourly or fixed‑fee basis while coordinating with clients’ CPAs and estate attorneys. The firm’s investment approach is actively managed and trend‑oriented, operating a “Protected Growth” strategy that combines quantitative trend analysis with fundamental research, weekly monitoring and model allocations that can move fully out of equities or fixed income. Implementation is primarily through custodial relationships at Charles Schwab, supplemented by third‑party programs (including Schwab Managed Accounts) and use of the Pontera platform to manage held‑away retirement participant accounts. Noteworthy departures from many peers include the firm’s use of a proprietary four‑step “Whole Wealth Journey” planning process with behavioral assessments (KOLBE, Dreams & Vision questionnaire) and its continued receipt of commissions for insurance and annuity sales as appointed agents. The brochure also discloses relationships with other investment managers and third‑party programs (and historical participation in Schwab referral arrangements), arrangements the firm notes may create potential conflicts of interest.

To learn more about the advisors currently working at Gebhardt Group, Inc, 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.