# Gabriel Trasatti

> Gabriel Trasatti is a fee-only financial advisor at Trasatti Wealth Planning in Baltimore, Maryland, who holds the PFS credential. Gabriel focuses on retirement planning and small business owners. Trasatti Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gabriel-trasatti/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trasatti Wealth Planning
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $72.3M across 155 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 4253903 (https://adviserinfo.sec.gov/individual/summary/4253903)
- **SEC registration:** Investment adviser representative in MD, VA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.trasattiwp.com

## Frequently asked questions

### Is Gabriel Trasatti a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gabriel holds no broker registration, and Trasatti Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gabriel charge for financial advice?

Gabriel's firm, Trasatti Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gabriel Trasatti based?

Gabriel Trasatti is based in Baltimore, Maryland.

### What does Gabriel specialize in?

Gabriel's specialties include retirement planning and small business owners.

### What credentials does Gabriel Trasatti hold?

Gabriel Trasatti holds the PFS credential.

### Is Gabriel Trasatti registered with the SEC?

Yes. Gabriel Trasatti is registered as an investment adviser representative in MD and VA (CRD 4253903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trasatti Wealth Planning manage?

Trasatti Wealth Planning reports $72.3M across 155 accounts in assets under management.

### How do I contact Gabriel Trasatti?

Through Gabriel's website, www.trasattiwp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4253903): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://trasattiwp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.