Gwen Gepfert
Gwen Gepfert is a registered investment advisor at Oaktree Financial Planning and Consulting, based in Basking Ridge, NJ, with 18 years of industry experience. Gwen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 11 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Oaktree Financial Planning and Consulting does not manage investments directly. They provide investment consultation services, offering advice on investment options and strategies, but you make your own investment decisions. They charge an hourly fee of $350 or a fixed fee based on the estimated time required for the engagement.
Location
Basking Ridge, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oaktree Financial Planning and Consulting
State Registrations1 state
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