A complete list of active advisors currently associated with Ronald Gelok & Associates, LLC

Warmer can help you find a great advisor at Ronald Gelok & Associates, LLC or one who fits your needs even better.

Ronald Gelok & Associates provides financial planning, consulting, and discretionary investment management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations; the firm reports about $75 million in assets under management across roughly 230 client relationships. Services described in the brochure include comprehensive financial planning, portfolio management (including both direct investments in mutual funds/ETFs and the use of independent managers), and broker‑dealer/insurance product sales by certain supervised persons. The firm’s investment approach is client‑specific and grounded in fundamental analysis, with portfolios generally allocated among independent money managers selected to match a client’s risk tolerance and goals; RGA also uses sub‑advisory relationships (e.g., Brookstone Capital) and conducts quarterly reviews. RGA sponsors a wrap fee program that places client assets with selected independent managers on a discretionary basis and states that wrap program fees are intended to be inclusive of independent managers’ fees and transaction costs. Several operational features distinguish RGA from many peers: the brochure discloses the principal’s part‑time role as an attorney and that certain supervised persons operate as licensed insurance agents and registered representatives of a broker‑dealer, creating overlapping advisory, brokerage, and insurance activities. The firm also offers optional access to a third‑party online estate‑planning platform (EstateGuru) and outlines its wrap‑program structure and sub‑advisory arrangements, each of which the brochure notes can create conflicts of interest that the firm manages through disclosure and oversight.

To learn more about the advisors currently working at Ronald Gelok & Associates, LLC, 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.