A complete list of active advisors currently associated with Gebhart & Associates, Inc.
Warmer can help you find a great advisor at Gebhart & Associates, Inc. or one who fits your needs even better.
The firm provides broad-based, modular, consultative financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities, delivering written financial plans and offering hourly general consulting for single-topic needs. It charges fixed fees for comprehensive plans and hourly fees for modular services and does not offer portfolio management or report assets under management. When investment guidance is included in a plan, the firm generally recommends generic, asset-class diversified portfolios rather than specific securities and uses financial planning software to analyze clients’ positions and goals. The firm does not exercise investment discretion, does not take custody of client funds or securities, does not vote proxies, and conducts reviews or updates only at a client’s request. The firm’s brochure discloses a material disciplinary history involving enforcement proceedings related to the sale of unregistered securities, subsequent appeals, settlements and partial client recoveries, as well as a CFP Board letter of admonition and payments of penalties and costs. Principals are separately licensed insurance agents who may earn commissions on insurance sales, prepare tax returns for selected clients, and serve on nonprofit boards—relationships the firm discloses as potential conflicts of interest and may, at its discretion, offset against advisory fees.
To learn more about the advisors currently working at Gebhart & Associates, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fallbrook, CA
| 44
| |
Fallbrook, CA
| 30
|
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