# Bridge the Gap Retirement Planners

> Bridge the Gap Retirement Planners is a state-registered investment advisory firm in Simi Valley, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 316508
- Filed as: BRIDGE THE GAP RETIREMENT PLANNERS
- Legal name: Bridge the Gap Retirement Planners LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Simi Valley, CA
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316508
- AdvisorCensus page: https://advisorcensus.com/firm/bridge-the-gap-retirement-planners-simi-valley-ca-316508

## Quick answers

**How is Bridge the Gap Retirement Planners compensated?**
On its Form ADV (Item 5.E, October 2026), Bridge the Gap Retirement Planners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bridge the Gap Retirement Planners located?**
Bridge the Gap Retirement Planners' principal office is in Simi Valley, CA, according to its Form ADV.

**Is Bridge the Gap Retirement Planners registered with the SEC or a state?**
Bridge the Gap Retirement Planners is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316508.

**How much does Bridge the Gap Retirement Planners manage?**
Bridge the Gap Retirement Planners reports $49,132,037 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does Bridge the Gap Retirement Planners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (12).

**Does Bridge the Gap Retirement Planners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316508

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,132,037
- Discretionary: $49,132,037
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $8,110,971 |
| High net worth individuals | 20 | $41,021,066 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- btgretirementplanners.com
- LinkedIn @bridge-the-gap-retirement-planners-llc
- LinkedIn @andy-gerhartz-cfp®-mspfp-18914a18
- LinkedIn @bryan-curry-cfp®-a50473168

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridge the Gap Retirement Planners (CRD 316508): Form ADV filing data as of October 2026.