About GASSMAN FINANCIAL LLC
GASSMAN FINANCIAL LLC is a comprehensive financial planning firm that offers a wide range of services to help individuals and businesses achieve their financial goals. Based in New York, the firm has been providing financial expertise for over 15 years and has established a strong reputation in the industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning strategies
- Offers a wide range of financial services
- Focuses on long-term goals rather than short-term gains
- Empowers clients to make informed financial decisions
Facts and Insights
GASSMAN FINANCIAL LLC has over $500 million in total assets under management and a team of 10 experienced financial advisors. The firm focuses on building long-term relationships with clients and tailoring their services to meet each client’s unique needs.
The firm believes in providing transparent and unbiased advice, which is why all of their advisors are fee-only and operate under a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
GASSMAN FINANCIAL LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Cash flow management
Client Types
The firm serves a diverse range of clients including individuals, families, business owners, and corporate executives. They work closely with each client to understand their unique financial situation and develop customized strategies to help them achieve their financial goals.
Fees & Compensation
GASSMAN FINANCIAL LLC operates on a fee-only basis, which means that their advisors are compensated solely by the fees paid by their clients. Their fee structure is transparent and based on a percentage of the assets under management, ensuring that the advisors have a vested interest in the success of their clients’ portfolios.
Additionally, the firm prides itself on providing unbiased advice, free from any conflicts of interest. This is because the advisors do not receive any commissions or incentives for recommending specific products or services.
Background
GASSMAN FINANCIAL LLC was founded by John Gassman, a highly experienced and knowledgeable financial expert with over 25 years of experience in the industry. He is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA), and has been recognized as one of the top financial advisors in New York City.
The firm’s team of advisors all have extensive backgrounds in finance and hold various certifications and designations, demonstrating their commitment to ongoing education and professional development. This allows them to provide the highest level of expertise and guidance to their clients.
Financial Advisor Disclosures to Know
GASSMAN FINANCIAL LLC is committed to full transparency and providing clients with all the information they need to make informed decisions. Their advisors have a clean record and do not have any disclosures or disciplinary actions on their records. This demonstrates their commitment to upholding the highest ethical standards in the industry.