G
Gerber Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
20
0% 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
20
TypicalAverage account size
$0
About
Gerber Wealth, LLC is a single‑advisor, state‑registered independent firm that offers financial planning, retirement plan consulting, and the recommendation and monitoring of third‑party investment advisers to individuals, high‑net‑worth clients, and business entities. The firm prepares written financial plans when agreed, and acts as the client’s primary financial adviser while outsourcing portfolio management and custody to recommended third‑party advisers.
Gerber Wealth’s approach is to match clients with third‑party advisers based on the client’s goals, risk tolerance, account size and the adviser’s strategy, fees, performance and volatility characteristics, and to conduct ongoing monitoring with at least annual client reviews. The firm operates non‑discretionarily for its own services: recommended third‑party advisers are responsible for execution, trading, reporting and custodian relationships, while Gerber provides oversight and advice.
The firm’s principal is also an independent insurance agent and may receive commissions for insurance sales; the brochure discloses that planning fees may be negotiated or waived when insurance commissions are received and that Gerber Wealth shares in portions of third‑party advisers’ management fees, conflicts the firm says it mitigates through disclosure and its Code of Ethics. Gerber Wealth is a very small practice (one advisor, about 20 clients) that does not take custody or directly manage client assets, delegating portfolio management to third‑party advisers rather than providing in‑house discretionary management.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Social Security optimization
Income planning
General tax planning
Fee options
Fixed financial planning fees ranging from $500 to $3,000
Commission from insurance products may be received and can waive financial planning fees
Up to $200 per hour for financial planning and consulting services
Fee-only: Financial planning fixed fees range from $500 to $3,000; hourly fees up to $200 per hour
Main office location
Gerber Wealth, LLC
Wolcott IN, United States
Number of offices
1
Most active in
Gerber Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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