# Geoffrey Gervasini

> Geoffrey Gervasini is a fee-only financial advisor at Wakefield Wealth Management in Englewood, Colorado. Wakefield Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wakefield Wealth Management
- **Based in:** Englewood, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Assets under management (firm):** $512.9M across 625 accounts
- **CRD:** 2443483 (https://adviserinfo.sec.gov/individual/summary/2443483)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (1994), Series 65 (1996)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.wakefieldwealth.com

## Frequently asked questions

### Is Geoffrey Gervasini a fee-only financial advisor?

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

### How does Geoffrey charge for financial advice?

Geoffrey's firm, Wakefield Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Geoffrey charge?

According to Wakefield Wealth Management's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is Geoffrey Gervasini based?

Geoffrey Gervasini is based in Englewood, Colorado.

### Is Geoffrey Gervasini registered with the SEC?

Yes. Geoffrey Gervasini is registered as an investment adviser representative in CO and TX (CRD 2443483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wakefield Wealth Management manage?

Wakefield Wealth Management reports $512.9M across 625 accounts in assets under management.

### How do I contact Geoffrey Gervasini?

Through Geoffrey's website, www.wakefieldwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2443483): 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.wakefieldwealth.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.