Gary Pomerantz
Wingate Wealth Advisors · Lexington, Massachusetts
Gary Pomerantz is a fee-only financial advisor at Wingate Wealth Advisors in Lexington, Massachusetts, who holds the CFP credential. Gary focuses on retirement planning. Wingate Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Gary →
Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Wingate Wealth Advisors |
|---|---|
| Based in | Lexington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.42B across 2,802 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4757495 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.wingatewealthadvisors.com |
Request an introduction to Gary
Tell Gary a little about what you're looking for. Gary isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gary
Is Gary Pomerantz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Wingate Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Wingate Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gary Pomerantz based?
Gary Pomerantz is based in Lexington, Massachusetts.
What does Gary specialize in?
Gary's specialties include retirement planning. Gary works with executives, retirees, pre-retirees and mid-life transitions.
What credentials does Gary Pomerantz hold?
Gary Pomerantz holds the CFP credential.
Is Gary Pomerantz registered with the SEC?
Yes. Gary Pomerantz is registered as an investment adviser representative in MA (CRD 4757495), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wingate Wealth Advisors manage?
Wingate Wealth Advisors reports $1.42B across 2,802 accounts in assets under management.
How do I contact Gary Pomerantz?
Through Gary's website, www.wingatewealthadvisors.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
- Wingate Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.