Gemini Estate Plan LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gemini Estate Plan provides financial planning and investment advisory services to individual clients, offering written and consultative financial plans that cover tax, insurance, retirement and estate planning. The firm charges either a percentage-of-assets or an hourly fee and uses outside money managers to implement client portfolios.
The firm takes a long-term, largely fundamental approach and delegates portfolio management on a discretionary basis to selected third-party managers (the brochure identifies AssetMark as a recommended manager). Managed accounts are reviewed monthly while financial planning engagements are reviewed annually; because implementation is delegated, Gemini does not directly tailor model portfolios and clients generally may not impose restrictions on the outside managers.
Noteworthy for a firm of its size, Gemini also operates as a licensed insurance agency and sells fixed insurance products, with the principal devoting the majority of work time to insurance activities — a relationship the brochure discloses as a potential conflict the firm says it mitigates. The firm further discloses an affiliation with an outside adviser arrangement in which it receives a portion of fees charged by the recommended manager, and it reported no assets under management on its Form ADV as of December 31, 2022.
Client services
Expertise
Fee options
Maximum $250 per hour
Main office
Conroe TX
Advisors at this office
1
Most active in
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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