A complete list of active advisors currently associated with Gemini Estate Plan LLC

Warmer can help you find a great advisor at Gemini Estate Plan LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Gemini Estate Plan LLC, 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.