Joshua Geib
Zuraw Financial · Delray Beach, Florida
Joshua Geib is a fee-only financial advisor at Zuraw Financial in Delray Beach, Florida, who holds the PFS credential. Zuraw Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Zuraw Financial |
|---|---|
| Based in | Delray Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70.1M across 168 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL · CRD 5460006 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Joshua's firm compares
- Zuraw Financial's average account is about $417,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Joshua
Is Joshua Geib a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Zuraw Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Zuraw Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Geib based?
Joshua Geib is based in Delray Beach, Florida.
What credentials does Joshua Geib hold?
Joshua Geib holds the PFS credential.
Is Joshua Geib registered with the SEC?
Yes. Joshua Geib is registered as an investment adviser representative in FL (CRD 5460006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zuraw Financial manage?
Zuraw Financial reports $70.1M across 168 accounts in assets under management.
How do I contact Joshua Geib?
Contact details aren't on file yet. Search for Zuraw 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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