Advisor at Summit Vision Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Rock Port, MO
Credentials
Series 65
Industry experience
7 years
Christopher Gebhards is a Series 65 licensed advisor with Summit Vision Financial, LLC in Rock Port, Missouri, bringing seven years of industry experience. Prior to founding Summit Vision Financial in 2018, he operated Chris Gebhards Financial Coaching for ten years and has been involved in education as a wrestling coach at Rock Port R-II Schools since 2005. Outside of financial advising, he manages Gebhards Grain, a farming business, and serves on the boards of JRS Farms Incorporated and RB-Grain Corporation. Summit Vision Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs but may incorporate active management and third-party managers when appropriate, alongside educational seminars and speaking engagements on financial topics.
Based on Summit Vision Financial, LLC
Based on Summit Vision Financial, LLC
Project Based Financial Planning fixed fee between $500 - $10,000
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.60%
$150 per hour for financial planning
Comprehensive Financial Planning ongoing fee $100 - $1,000 per month
Minimum fee: Minimum initial fee of $500 for comprehensive and project based financial planning Fee-only: Comprehensive Financial Planning: $500 - $5,000 upfront plus $100 - $1,000 per month ongoing; Project Based Financial Planning: Fixed fee $500 - $10,000; Hourly Financial Planning: $150 per hour
Rock Port, MO
Missouri
Summit Vision Financial, LLC
2018 - Present (8 years)
Chris Gebhards Financial Coaching
2008 - 2018 (10 years)
Rock Port R-II Schools
2005 - 2018 (13 years)
Gebhards Grain
1996 - Present (30 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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