Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

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Location

Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921

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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.

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Other Business ActivitiesSells Insurance

Derek is the President and Managing Member of Gila Insurance Group LLC, an insurance agency, dedicating full-time hours to it. He also manages real estate and performs maintenance for other entities, dedicating minimal time to these activities.

Employment History
Current Registrations
Thepartners Wealth Management
April 2025 - Present · 10 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Derek Curtis Kartchner - Financial Advisor | TrueAdvisor