Gerald Gasber
Gasber Financial Advisors, Inc. · Folsom, California
Gerald Gasber is a fee-only financial advisor at Gasber Financial Advisors, Inc. in Folsom, California, who holds the CFP, CFS and CIMA credentials. Gerald focuses on retirement planning, divorce financial planning and family wealth transfer. Gasber Financial Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Multi-generational families
- Mid-life transitions
- Retirees
- Pre-retirees
Facts
| Firm | Gasber Financial Advisors, Inc. |
|---|---|
| Based in | Folsom, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $177.7M across 330 accounts |
| Credentials | CFP · CFS · CIMA · CIMC · CPFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 865663 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | gasberfinancial.com |
| Profile |
How Gerald's firm compares
- Gasber Financial Advisors, Inc.'s average account is about $539,000, from its Form ADV (assets managed divided by 330 accounts).
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Questions about Gerald
Is Gerald Gasber a fee-only financial advisor?
Yes. Gerald Gasber is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gerald's firm.
How does Gerald charge for financial advice?
Gerald's firm, Gasber Financial Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gerald Gasber based?
Gerald Gasber is based in Folsom, California.
What does Gerald specialize in?
Gerald's specialties include retirement planning, divorce financial planning, family wealth transfer and small business owners. Gerald works with divorced individuals, multi-generational families, mid-life transitions, retirees and pre-retirees.
What credentials does Gerald Gasber hold?
Gerald Gasber holds the CFP, CFS, CIMA, CIMC and CPFA credentials.
Is Gerald Gasber registered with the SEC?
Yes. Gerald Gasber is registered as an investment adviser representative in CA and TX (CRD 865663), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Gasber Financial Advisors, Inc. manage?
Gasber Financial Advisors, Inc. reports $177.7M across 330 accounts in assets under management.
How do I contact Gerald Gasber?
Through Gerald's website, gasberfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Gasber Financial Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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