Robert Gerstemeier
Gerstemeier Financial Group, LLC · Oak Brook, Illinois
Robert Gerstemeier is a fee-only financial advisor at Gerstemeier Financial Group, LLC in Oak Brook, Illinois, who holds the CFP, EA and MBA credentials. Gerstemeier Financial Group, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Gerstemeier Financial Group, LLC |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $143.0M across 229 accounts |
| Credentials | CFP · EA · MBA |
| SEC registration | Investment adviser representative in CA, FL, IL, OH · CRD 4664996 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Robert's firm compares
- Gerstemeier Financial Group, LLC's average account is about $624,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Robert
Is Robert Gerstemeier a fee-only financial advisor?
Yes. Robert Gerstemeier 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 Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Gerstemeier Financial Group, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Gerstemeier based?
Robert Gerstemeier is based in Oak Brook, Illinois.
What credentials does Robert Gerstemeier hold?
Robert Gerstemeier holds the CFP, EA and MBA credentials.
Is Robert Gerstemeier registered with the SEC?
Yes. Robert Gerstemeier is registered as an investment adviser representative in CA, FL, IL and OH (CRD 4664996), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Gerstemeier Financial Group, LLC manage?
Gerstemeier Financial Group, LLC reports $143.0M across 229 accounts in assets under management.
How do I contact Robert Gerstemeier?
Contact details aren't on file yet. Search for Gerstemeier Financial Group, 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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