{
  "crd_number": 127052,
  "slug": "gerstemeier-financial-group-llc-127052",
  "primary_business_name": "GERSTEMEIER FINANCIAL GROUP,LLC",
  "legal_name": "GERSTEMEIER FINANCIAL GROUP,LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-22",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 142959605.0,
  "raum_discretionary": 142959605.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1835598.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 15471915.0,
      "count": 30
    },
    "high_net_worth_individuals": {
      "raum": 125652092.0,
      "count": 43
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "OH"
  ],
  "websites": [
    "https://g-fg.com",
    "https://linkedin.com/IN/BOB-GERSTEMEIER-B018A5B3",
    "https://twitter.com/GFGPLANNING"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127052",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/gerstemeier-financial-group-llc-127052",
  "display_name": "Gerstemeier Financial Group,llc",
  "summary": "Gerstemeier Financial Group,llc is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Gerstemeier Financial Group,llc (CRD 127052): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Gerstemeier Financial Group,llc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gerstemeier Financial Group,llc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Gerstemeier Financial Group,llc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 states: Flat fee: $1,500 to $8,000 (Financial Planning Fixed Fee); Hourly rate: $325 an hour (limited scope financial planning engagements); Flat fee: $2,500 a year (retirement plan consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Gerstemeier Financial Group,llc registered with the SEC or a state?",
      "a": "Gerstemeier Financial Group,llc is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 127052."
    },
    {
      "q": "How much does Gerstemeier Financial Group,llc manage?",
      "a": "Gerstemeier Financial Group,llc reports $142,959,605 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gerstemeier Financial Group,llc's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Gerstemeier Financial Group,llc: Regulatory assets under management: $114,197,421 in the October 2022 data and $142,959,605 in the October 2026 data, up 25%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gerstemeier Financial Group,llc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (30); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Gerstemeier Financial Group,llc use?",
      "a": "Gerstemeier Financial Group,llc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gerstemeier Financial Group,llc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127052"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 114197421.0,
      "total_employees": 2,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 112338573.0,
      "total_employees": 2,
      "filing_date": "2023-06-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 117710738.0,
      "total_employees": 2,
      "filing_date": "2024-08-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 131433640.0,
      "total_employees": 2,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 142959605.0,
      "total_employees": 2,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 to $8,000 (Financial Planning Fixed Fee)",
      "Hourly rate: $325 an hour (limited scope financial planning engagements)",
      "Flat fee: $2,500 a year (retirement plan consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $8,000 (Financial Planning Fixed Fee)"
        ],
        "quotes": [
          "For a financial plan, GFG charges a fixed fee predicated upon the facts known at the start of the engagement... The typical fee range is $1,500 to $8,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $325 an hour (limited scope financial planning engagements)"
        ],
        "quotes": [
          "Financial Planning Hourly Fee: For limited scope financial planning engagements, GFG will charge an hourly rate of $325 per hour for the time expended to provide the requested services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 a year (retirement plan consulting services)"
        ],
        "quotes": [
          "These fees generally will have a minimum charge of $2,500 per year for clients paying a fixed fee, or the annual fee ranges from 0.50% – 1.00% for clients paying based on a percentage"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 8000.0,
          "period": "one_time",
          "service": "Financial Planning Fixed Fee"
        },
        {
          "kind": "hourly",
          "amount": 325.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "limited scope financial planning engagements"
        },
        {
          "kind": "flat",
          "amount": 2500.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "retirement plan consulting services"
        }
      ]
    },
    "quotes": [
      "For a financial plan, GFG charges a fixed fee predicated upon the facts known at the start of the engagement... The typical fee range is $1,500 to $8,000.",
      "Financial Planning Hourly Fee: For limited scope financial planning engagements, GFG will charge an hourly rate of $325 per hour for the time expended to provide the requested services.",
      "These fees generally will have a minimum charge of $2,500 per year for clients paying a fixed fee, or the annual fee ranges from 0.50% – 1.00% for clients paying based on a percentage"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "TIAA-CREF Individual & Institutional Services, LLC",
      "name_as_filed": "TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gerstemeier-financial-group-llc-127052.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 15471915.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 125652092.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1835598.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127052",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}