# Gwen Gepfert

> Gwen Gepfert is a fee-only financial advisor at OakTree Financial Planning and Consulting in Basking Ridge, New Jersey. Gwen charges hourly fees and focuses on retirement planning, divorce financial planning and small business owners.

Page: https://find.wellspent.co/advisors/gwen-gepfert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** OakTree Financial Planning and Consulting
- **Based in:** Basking Ridge, New Jersey
- **Fee model:** Hourly
- **Accepting new clients:** Not currently (firm's website)
- **Specialties:** Retirement planning, Divorce financial planning, Small business owners
- **CRD:** 1491758 (https://adviserinfo.sec.gov/individual/summary/1491758)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.oaktreefinancialplanning.com

## Frequently asked questions

### Is Gwen Gepfert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gwen holds no broker registration, and OakTree Financial Planning and Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gwen charge for financial advice?

Gwen charges hourly fees.

### Where is Gwen Gepfert based?

Gwen Gepfert is based in Basking Ridge, New Jersey.

### What does Gwen specialize in?

Gwen's specialties include retirement planning, divorce financial planning and small business owners.

### Is Gwen Gepfert registered with the SEC?

Yes. Gwen Gepfert is registered as an investment adviser representative in NJ (CRD 1491758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Gwen Gepfert?

Through Gwen's website, www.oaktreefinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1491758): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://oaktreefinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.