A complete list of active advisors currently associated with Gerald Butrimovitz Wealth Advisory

Warmer can help you find a great advisor at Gerald Butrimovitz Wealth Advisory or one who fits your needs even better.

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.

To learn more about the advisors currently working at Gerald Butrimovitz Wealth Advisory, 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.