Gary Abely is a CFP-designated registered investment advisor at Certified Advisory CORP, based in Altamonte Springs, FL, with 12 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,496 clients with $2.7B 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 | 1.50% |
Annual fee not to exceed 1.5%. Minimum quarterly fee of $250. Fees are negotiable. For automated investment advisory services through Betterment, the annual fee is an asset-based fee not to exceed 1.50%, shared between Certified Advisory Corp and Betterment.
Fee Estimator
Location
1111 Douglas Avenue, Altamonte Springs, FL, 32714-2033
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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 Activities
Gary is involved with Central Florida Group Services, Inc. providing employee benefits consulting including retirement plans, dedicating a few hours per week. Gary is also a CPA since 1990, preparing taxes for a minimal amount of time during tax season.
Employment History
Current Registrations
Certified Advisory CORP
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.