Andrew Gerhartz
Andrew Gerhartz is a CFP-designated registered investment advisor at Bridge the Gap Retirement Planners, based in Simi Valley, CA, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are negotiable. The advisory fee is a blended fee schedule.
Fee Estimator
Contact
Andrew Gerhartz
Location
2655 First Street, Suite 250, Simi Valley, CA, 93065
Get directionsHistory
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
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.