Gerald Butrimovitz Wealth Advisory
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About
The firm provides comprehensive financial planning and counseling to individuals, families, revocable trusts, estates, business owners, and retirement plans. Services described in the brochure include retirement planning, estate and tax planning, protection planning, and tailored analysis for businesses and pension/profit-sharing arrangements.
The adviser tailors engagements with an initial meeting and a documented planning process that is typically billed on an hourly basis, with an option to transition to an annual fixed-fee relationship that includes ongoing advice and periodic reviews. The firm delivers advice on a non-discretionary basis only, reviews plans at least annually (or sooner as circumstances change), and requires clients to disclose assets and liabilities in writing to maintain the relationship.
Noteworthy distinctions include the adviser’s dual role as a registered representative of a broker-dealer and the acceptance of commissions and other product-based compensation for mutual funds, annuities, and insurance—while also charging advisory fees without offsetting those commissions, a potential conflict the firm discloses. The firm reports that most assets are managed on a non-discretionary basis (approximately $5.9 million), does not participate in wrap-fee programs, and generally conducts transactions through its broker-dealer with limited authority to select alternative brokers.
Client services
Expertise
Occupation focus
Fee options
Annual fixed fee contracts after the initial planning; typical minimum $2,000 per year
Accepts commissions for sale of mutual funds, annuities and insurance products through separate capacity as registered representative with LPL Financial
$350 per hour for financial planning services, subject to six hour minimum
Minimum fee: Minimum fee for fixed fee services is $2,000 per year Fee-only: Hourly rate of $350/hour (subject to six hour minimum). Fixed fee contracts available, with minimum annual fixed fees of $2,000
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Butrimovitz, Gerald Paul · Gerald Butrimovitz & Associates Advisory Service · Gerald Butrimovitz Wealth Advisory · Gerald P. Butrimovitz
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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