Lisa Carey
GEM Asset Management, LLC · Plymouth, Michigan
Lisa Carey is a fee-only financial advisor at GEM Asset Management, LLC in Plymouth, Michigan, who holds the AWMA, CFP and CRPC credentials. GEM Asset Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | GEM Asset Management, LLC |
|---|---|
| Based in | Plymouth, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $628.1M across 1,359 accounts |
| Credentials | AWMA · CFP · CRPC · MS |
| SEC registration | Investment adviser representative in MI · CRD 2409859 |
| Exams passed | Series 63 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Lisa's firm compares
- GEM Asset Management, LLC's average account is about $462,000, from its Form ADV (assets managed divided by 1,359 accounts).
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Questions about Lisa
Is Lisa Carey a fee-only financial advisor?
Yes. Lisa Carey is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lisa's firm.
How does Lisa charge for financial advice?
Lisa's firm, GEM Asset Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lisa Carey based?
Lisa Carey is based in Plymouth, Michigan.
What credentials does Lisa Carey hold?
Lisa Carey holds the AWMA, CFP, CRPC and MS credentials.
Is Lisa Carey registered with the SEC?
Yes. Lisa Carey is registered as an investment adviser representative in MI (CRD 2409859), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does GEM Asset Management, LLC manage?
GEM Asset Management, LLC reports $628.1M across 1,359 accounts in assets under management.
How do I contact Lisa Carey?
Contact details aren't on file yet. Search for GEM Asset Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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