Gene Bergmeier
THRIVE Financial Management · Monument, Colorado
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.
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Specialties
Facts
| Firm | THRIVE Financial Management |
|---|---|
| Based in | Monument, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.5M across 15 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7554239 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thrivefmp.com |
| Profile |
How Gene's firm compares
- THRIVE Financial Management's average account is about $300,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Gene
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.
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
- THRIVE Financial Management 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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