Gebhart & Associates, Inc.

Gebhart & Associates, Inc. (CRD# 123029) is a financial advisory firm headquartered in Fallbrook, CA. They manage $25,657,209 in 191 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $134,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Gebhart & Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donna T. Gebhart
CRD#: 2708528
301 N. Vine Street, Fallbrook, CA 92028
48
Wealthminder
score

Donna Gebhart (CRD# 2708528) is an Investment Advisor Representative working at Gebhart & Associates, Inc. in Fallbrook, CA and has over 20 years of experience in the finance industry.

2
Alvin W. Gebhart
CRD#: 1005905
301 N. Vine Street, Fallbrook, CA 92028
41
Wealthminder
score

Alvin Gebhart (CRD# 1005905) is an Investment Advisor Representative working at Gebhart & Associates, Inc. in Fallbrook, CA and has over 33 years of experience in the finance industry. Alvin Gebhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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