Jeremy Gassman
Gassman Financial · Punta Gorda , Florida
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.
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Facts
| Firm | Gassman Financial |
|---|---|
| Based in | Punta Gorda , Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $112.6M across 408 accounts |
| SEC registration | Investment adviser representative in FL, MA, NH · CRD 2880421 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Jeremy's firm compares
- Gassman Financial's average account is about $276,000, from its Form ADV (assets managed divided by 408 accounts).
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Questions about Jeremy
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.
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
- 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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