A complete list of active advisors currently associated with Gompert Financial

Warmer can help you find a great advisor at Gompert Financial or one who fits your needs even better.

Gompert Financial is a small, independent advisory firm managing about $7.35 million in client assets for roughly 15 individual clients. The firm provides portfolio management for individuals and typically charges fees based on a percentage of assets under management. The brochure outlines the firm's investment methods, strategies and risks in Item 8 and describes regular account reviews and reporting in Item 13. Custody, brokerage practices and fee disclosures are addressed in the brochure (Items 12, 15 and 5), indicating it follows common operational practices for independent advisers. A distinctive aspect noted in the disclosures is that the firm also operates as an insurance broker/agent (see Item 10), which can create additional sources of compensation and potential conflicts of interest. That dual role, combined with a small, concentrated client roster, is relatively uncommon among independent firms and is the primary nonstandard feature highlighted in the firm's Form ADV.

To learn more about the advisors currently working at Gompert Financial, 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
Myron Gompert	Mitchell, NE	22

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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