RG
RG
Richard Gerhart
22 Years of Experience
Allentown, PA
1 DisclosureBroker
Richard Gerhart is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 22 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
4905 W Tilghman St Ste 350, [Da-Rbo], Allentown, PA, 18104
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2009Settled
Employment History
Current Registrations
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Securities America, INC.Broker
January 2010 - September 2011 · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
December 2008 - October 2022 · 13 yrs 10 mos
Ameriprise Financial Services, LLC
December 2008 - October 2022 · 13 yrs 10 mos
Wachovia Securities, LLC
September 2004 - December 2008 · 4 yrs 3 mos
Wachovia Securities, LLCBroker
September 2004 - December 2008 · 4 yrs 3 mos
American Express Financial Advisors, INC.
July 2003 - September 2004 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
June 2003 - September 2004 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
June 2003 - September 2004 · 1 yr 3 mos
State Registrations16 states
AZCTFLGAIDMANCNJNYOHPASCTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.