Gary Whetzel
Gary Whetzel is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Oviedo, FL
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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 →Other Business ActivitiesSells Insurance
Gary is an advisor at Old Dominion Insurance and Investments, focusing on securities sales and services, dedicating about half of his time. He also owns Whetzels Landscaping & Handyman, a non-investment related handyman business, which takes up nearly full-time hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations6 states
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