A complete list of active advisors currently associated with Gemmer, Robert Arden

Warmer can help you find a great advisor at Gemmer, Robert Arden or one who fits your needs even better.

The firm provides financial planning and portfolio management primarily to individual clients and also works with trusts, employer‑sponsored retirement plans and self‑employed business retirement accounts. It manages roughly $67.3 million across about 98 client relationships and offers investment advice, retirement and pension‑related consulting, and assistance with insurance and annuity products. Investment recommendations are tailored to each client’s objectives and risk profile, typically implemented through diversified asset allocation and discretionary management with periodic (about semiannual) reviews. Trades and account custody are effected through third‑party custodians (primarily Charles Schwab) or an affiliated broker‑dealer, and the firm maintains limited trading authority to implement agreed plans while clients retain asset custody. This firm’s mix of roles is atypical for independent advisers: it operates as a registered representative of a broker‑dealer (AIC), holds life and disability insurance licenses and sells insurance and variable annuity products, and occasionally provides pension plan consulting when the client is the employer. It also recommends a named third‑party money manager and receives a portion of referral/advisory fees and other commissions (including 12b‑1 fees) through the broker‑dealer relationship, and the adviser holds CFP certification with long industry tenure.

To learn more about the advisors currently working at Gemmer, Robert Arden, 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
Robert Gemmer	Healdsburg, CA	47

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