Gerald Barnard
B4 Financial Planning · Chesapeake, Virginia
Gerald Barnard is a fee-only financial advisor at B4 Financial Planning in Chesapeake, Virginia. B4 Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | B4 Financial Planning |
|---|---|
| Based in | Chesapeake, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $21.0M across 26 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4473063 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Gerald's firm compares
- B4 Financial Planning's average account is about $806,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Gerald
Is Gerald Barnard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and B4 Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerald charge for financial advice?
Gerald's firm, B4 Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gerald Barnard based?
Gerald Barnard is based in Chesapeake, Virginia.
Is Gerald Barnard registered with the SEC?
Yes. Gerald Barnard is registered as an investment adviser representative in VA (CRD 4473063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B4 Financial Planning manage?
B4 Financial Planning reports $21.0M across 26 accounts in assets under management.
How do I contact Gerald Barnard?
Contact details aren't on file yet. Search for B4 Financial Planning.
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
- 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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