David Gerdt
VAN DER Noord Financial Advisors · Greer, South Carolina
David Gerdt is a fee-only financial advisor at VAN DER Noord Financial Advisors in Greer, South Carolina, who holds the CFP credential. VAN DER Noord Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | VAN DER Noord Financial Advisors |
|---|---|
| Based in | Greer, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $152.0M across 372 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 5927975 |
| Exams passed | Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.vandernoordfinancial.com |
How David's firm compares
- VAN DER Noord Financial Advisors's average account is about $409,000, from its Form ADV (assets managed divided by 372 accounts).
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Questions about David
Is David Gerdt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and VAN DER Noord Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, VAN DER Noord Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Gerdt based?
David Gerdt is based in Greer, South Carolina.
What credentials does David Gerdt hold?
David Gerdt holds the CFP credential.
Is David Gerdt registered with the SEC?
Yes. David Gerdt is registered as an investment adviser representative in SC (CRD 5927975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VAN DER Noord Financial Advisors manage?
VAN DER Noord Financial Advisors reports $152.0M across 372 accounts in assets under management.
How do I contact David Gerdt?
Through David's website, www.vandernoordfinancial.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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