Gabriel Trasatti
Trasatti Wealth Planning · Baltimore, Maryland
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.
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Specialties
Facts
| Firm | Trasatti Wealth Planning |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $72.3M across 155 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MD, VA · CRD 4253903 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.trasattiwp.com |
| Profile |
How Gabriel's firm compares
- Trasatti Wealth Planning's average account is about $466,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Gabriel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
Other advisors in Maryland who focus on retirement planning
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
- Trasatti Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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