G
Gemini Estate Plan LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Life insurance needs analysis
Fee options
Maximum $250 per hour
Main office location
Gemini Estate Plan LLC
Conroe TX, United States
Number of offices
1
Most active in
Gemini Estate Plan LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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