Gwen Gepfert
OakTree Financial Planning and Consulting · Basking Ridge, New Jersey
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.
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Specialties
Facts
| Firm | OakTree Financial Planning and Consulting |
|---|---|
| Based in | Basking Ridge, New Jersey |
| Fee model | Hourly |
| Accepting new clients | Not currently |
| SEC registration | Investment adviser representative in NJ · CRD 1491758 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oaktreefinancialplanning.com |
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Questions about Gwen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
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
- OakTree Financial Planning and Consulting 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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