Gerald Barnard is a registered investment advisor at B4 Financial Planning, based in Chesapeake, VA, with 26 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 26 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Charged at 0.5% annually on assets under management. Billed quarterly only if the S&P 500 index ends higher for the quarter. Fees are negotiable based on specific client circumstances.
Fee Estimator
Location
Chesapeake, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
B4 Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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