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Facts and Insights
As a leading financial advisory firm, GEARHART & ASSOCIATES prides itself on providing expert financial guidance to clients. With a team of experienced advisors, GEARHART & ASSOCIATES works diligently to help clients achieve their financial goals and secure their financial future. Through personalized financial planning and investment management services, GEARHART & ASSOCIATES helps clients navigate the complex world of finance and make informed decisions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Helps clients achieve their financial goals and secure their financial future
- Generates expert financial guidance through experienced advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
GEARHART & ASSOCIATES offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
GEARHART & ASSOCIATES serves a variety of clients, including:
- Individuals
- Families
- Businesses
- High net worth individuals
Fees & Compensation
GEARHART & ASSOCIATES charges fees based on a percentage of the assets under management. This fee structure incentivizes the firm to help clients grow their assets and aligns their interests with those of their clients. The firm believes in transparent and fair compensation for their services.
Background
GEARHART & ASSOCIATES was founded 15 years ago by financial expert John Gearhart. With a team of experienced advisors and a commitment to providing personalized financial guidance, the firm has become a trusted and respected name in the financial industry. The firm continues to grow and evolve, offering cutting-edge strategies and unparalleled service to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), GEARHART & ASSOCIATES is required to disclose certain information to clients, including:
- Compensation arrangement
- Firm ownership and affiliations
- Disciplinary history, if any
- Code of ethics