# Gene Bergmeier

> Gene Bergmeier is a fee-only financial advisor at THRIVE Financial Management in Monument, Colorado. Gene focuses on retirement planning. THRIVE Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** THRIVE Financial Management
- **Based in:** Monument, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.5M across 15 accounts
- **Specialties:** Retirement planning
- **CRD:** 7554239 (https://adviserinfo.sec.gov/individual/summary/7554239)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.thrivefmp.com/

## Frequently asked questions

### Is Gene Bergmeier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gene holds no broker registration, and THRIVE Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gene charge for financial advice?

Gene's firm, THRIVE Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gene Bergmeier based?

Gene Bergmeier is based in Monument, Colorado.

### What does Gene specialize in?

Gene's specialties include retirement planning.

### Is Gene Bergmeier registered with the SEC?

Yes. Gene Bergmeier is registered as an investment adviser representative in CO (CRD 7554239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does THRIVE Financial Management manage?

THRIVE Financial Management reports $4.5M across 15 accounts in assets under management.

### How do I contact Gene Bergmeier?

Through Gene's website, www.thrivefmp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7554239): 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://www.thrivefmp.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.