Courtney Gehrmann
Avier Wealth Advisors · Bellevue, Washington
Courtney Gehrmann is a fee-only financial advisor at Avier Wealth Advisors in Bellevue, Washington, who holds the CFP credential. Avier Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Avier Wealth Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.19B across 2,608 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7688632 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | avieradvisors.com |
How Courtney's firm compares
- Avier Wealth Advisors's average account is about $455,000, from its Form ADV (assets managed divided by 2,608 accounts).
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Questions about Courtney
Is Courtney Gehrmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and Avier Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Courtney charge for financial advice?
Courtney's firm, Avier Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Courtney Gehrmann based?
Courtney Gehrmann is based in Bellevue, Washington.
What credentials does Courtney Gehrmann hold?
Courtney Gehrmann holds the CFP credential.
Is Courtney Gehrmann registered with the SEC?
Yes. Courtney Gehrmann is registered as an investment adviser representative in WA (CRD 7688632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avier Wealth Advisors manage?
Avier Wealth Advisors reports $1.19B across 2,608 accounts in assets under management.
How do I contact Courtney Gehrmann?
Through Courtney's website, avieradvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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