Gerald Barnard is a registered investment advisor at B4 Financial Planning, based in Chesapeake, VA, with 25 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 26 clients with $16M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$15.6M
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Location
Chesapeake, VA
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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.
Learn about disclosures →Employment History
Current Registrations
B4 Financial Planning
July 2000 - Present · 25 yrs 9 mos
State Registrations1 state
VA
Advisor
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
No exam information available for this advisor.