Gerard Guertin
Roffman Miller Wealth Management · Philadelphia, Pennsylvania
Gerard Guertin is a fee-only financial advisor at Roffman Miller Wealth Management in Philadelphia, Pennsylvania, who holds the ChFC credential. Gerard focuses on retirement planning and family wealth transfer. Roffman Miller Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Roffman Miller Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.20B across 1,599 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in PA · CRD 2438772 |
| Exams passed | Series 63 (1998) · Series 65 (2004) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.roffmanmiller.com |
How Gerard's firm compares
- Roffman Miller Wealth Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 1,599 accounts).
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Questions about Gerard
Is Gerard Guertin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerard holds no broker registration, and Roffman Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerard charge for financial advice?
Gerard's firm, Roffman Miller Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Gerard Guertin based?
Gerard Guertin is based in Philadelphia, Pennsylvania.
What does Gerard specialize in?
Gerard's specialties include retirement planning and family wealth transfer. Gerard works with pre-retirees, retirees and multi-generational families.
What credentials does Gerard Guertin hold?
Gerard Guertin holds the ChFC credential.
Is Gerard Guertin registered with the SEC?
Yes. Gerard Guertin is registered as an investment adviser representative in PA (CRD 2438772), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roffman Miller Wealth Management manage?
Roffman Miller Wealth Management reports $3.20B across 1,599 accounts in assets under management.
How do I contact Gerard Guertin?
Through Gerard's website, www.roffmanmiller.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
- Roffman Miller 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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