Matthew David Grishman

14 Years of Experience

May Earn Commission

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance Planning

Gebhardt Group, INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

220 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$295.2M

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$15,000

Location

3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Gebhardt Group, INC

April 2025 - Present · 10 mos

Previous Registrations

Gebhardt Group, INC

February 2020 - December 2024 · 4 yrs 10 mos

401k Masters, LLC

February 2015 - December 2018 · 3 yrs 10 mos

Gebhardt Group, INC

April 2014 - August 2019 · 5 yrs 4 mos

United Planners' Financial Services of America a Limited Partner

October 2011 - March 2014 · 2 yrs 5 mos

Putnam Investment Management, LLC

September 2001 - November 2002 · 1 yr 2 mos

State Registrations3 states

CANVNY

Advisor

Exams

No exam information available for this advisor.