Gerald Fegler
Contango Wealth Management · Oakland, California
Gerald Fegler is a fee-only financial advisor at Contango Wealth Management in Oakland, California. Contango Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Contango Wealth Management |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $122.8M across 260 accounts |
| SEC registration | Investment adviser representative in CA, WA · CRD 2230020 |
| Exams passed | Series 63 (2012) · Series 65 (2012) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Gerald's firm compares
- Contango Wealth Management's average account is about $472,000, from its Form ADV (assets managed divided by 260 accounts).
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Questions about Gerald
Is Gerald Fegler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Contango Wealth Management 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, Contango Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gerald Fegler based?
Gerald Fegler is based in Oakland, California.
Is Gerald Fegler registered with the SEC?
Yes. Gerald Fegler is registered as an investment adviser representative in CA and WA (CRD 2230020), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Contango Wealth Management manage?
Contango Wealth Management reports $122.8M across 260 accounts in assets under management.
How do I contact Gerald Fegler?
Contact details aren't on file yet. Search for Contango Wealth Management.
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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