Geoffrey Gervasini
Wakefield Wealth Management · Englewood, Colorado
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.
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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 | $512.9M across 625 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 2443483 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.wakefieldwealth.com |
How Geoffrey's firm compares
- Wakefield Wealth Management's average account is about $821,000, from its Form ADV (assets managed divided by 625 accounts).
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Questions about Geoffrey
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.
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
- Wakefield Wealth 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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