G
Gerald Butrimovitz Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,918,421
Clients
18
28% 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
18
TypicalAverage account size
$328,801
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
Financial planning
Comprehensive life financial planning for individuals, estates and business owners as required by analysis and requests
Comprehensive life financial planning for individuals, estates and business owners as required by analysis and requests
Expertise
General retirement planning
General estate planning guidance
General tax planning
Business sale tax planning
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
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 location
Gerald Butrimovitz Wealth Advisory
San Francisco CA, United States
Number of offices
1
Most active in
Gerald Butrimovitz Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
California
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:
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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