Susan Gavrich
Seasonal Strategy · Alameda, California
Susan Gavrich is a fee-only financial advisor at Seasonal Strategy in Alameda, California, who holds the CFP credential. Seasonal Strategy reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Seasonal Strategy |
|---|---|
| Based in | Alameda, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $65.5M across 123 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NV · CRD 3144126 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | seasonalstrategy.com |
How Susan's firm compares
- Seasonal Strategy's average account is about $533,000, from its Form ADV (assets managed divided by 123 accounts).
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Questions about Susan
Is Susan Gavrich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Seasonal Strategy reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Seasonal Strategy, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Gavrich based?
Susan Gavrich is based in Alameda, California.
What credentials does Susan Gavrich hold?
Susan Gavrich holds the CFP credential.
Is Susan Gavrich registered with the SEC?
Yes. Susan Gavrich is registered as an investment adviser representative in CA and NV (CRD 3144126), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seasonal Strategy manage?
Seasonal Strategy reports $65.5M across 123 accounts in assets under management.
How do I contact Susan Gavrich?
Through Susan's website, seasonalstrategy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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