Gerald Whitfill
Whitfill Investment Management · Kingwood, Texas
Gerald Whitfill is a fee-only financial advisor at Whitfill Investment Management in Kingwood, Texas. Whitfill Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Whitfill Investment Management |
|---|---|
| Based in | Kingwood, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.9M across 27 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2573863 |
| Exams passed | Series 63 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Gerald's firm compares
- Whitfill Investment Management's average account is about $181,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Gerald
Is Gerald Whitfill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Whitfill Investment 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, Whitfill Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gerald Whitfill based?
Gerald Whitfill is based in Kingwood, Texas.
Is Gerald Whitfill registered with the SEC?
Yes. Gerald Whitfill is registered as an investment adviser representative in TX (CRD 2573863), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitfill Investment Management manage?
Whitfill Investment Management reports $4.9M across 27 accounts in assets under management.
How do I contact Gerald Whitfill?
Contact details aren't on file yet. Search for Whitfill Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kingwood
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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