Andrew Gerhartz is a CFP-designated registered investment advisor at Bridge the Gap Retirement Planners, based in Phoenix, AZ, with 15 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 32 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bridge the Gap Retirement Planners offers investment management exclusively as part of a bundled fee program where you pay a single percentage-based fee that covers both their advice and your trading commissions. Please refer to their separate program brochure for specific fee percentages.
Contact
Andrew Gerhartz
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew owns multiple rental properties and co-owns The Money School LLC, which provides general financial education. The financial education provided is non-personalized and purely for educational purposes.
Employment History
Current Registrations
Bridge the Gap Retirement Planners
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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
Additional Information
Andy developed his interest in personal finance early on in his childhood. What started out as picking stocks and following the financial markets, to reading books about real estate and rental properties, would ultimately develop into a passion in financial planning with a focus on helping retirees.
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