# Jeremy Gassman

> Jeremy Gassman is a fee-only financial advisor at Gassman Financial in Punta Gorda , Florida. Gassman Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremy-gassman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Gassman Financial
- **Based in:** Punta Gorda , Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $112.6M across 408 accounts
- **CRD:** 2880421 (https://adviserinfo.sec.gov/individual/summary/2880421)
- **SEC registration:** Investment adviser representative in FL, MA, NH
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Jeremy Gassman a fee-only financial advisor?

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

### How does Jeremy charge for financial advice?

Jeremy's firm, Gassman Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeremy Gassman based?

Jeremy Gassman is based in Punta Gorda , Florida.

### Is Jeremy Gassman registered with the SEC?

Yes. Jeremy Gassman is registered as an investment adviser representative in FL, MA and NH (CRD 2880421), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gassman Financial manage?

Gassman Financial reports $112.6M across 408 accounts in assets under management.

### How do I contact Jeremy Gassman?

Contact details aren't on file yet. Search for Gassman Financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2880421): 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

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