Hugh Gebhardt
Advisor at Csenge Advisory Group, 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.
Advisor at Csenge Advisory Group, 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
Cookeville, TN 38555
Credentials
Series 65
Industry experience
< 1 year
Hugh Gebhardt is a Series 65 licensed financial advisor with Csenge Advisory Group, LLC, based in Cookeville, TN. He joined Csenge Advisory Group in 2026 and has prior experience at Elevate Financial Planning and Wealth Management, 21st Mortgage Corporation, and several other companies. Gebhardt is also involved with Wakefield Venture Group in investment advisory activities. Csenge Advisory Group serves charitable organizations, corporations, and individual clients including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach combining fundamental and technical analysis, using mutual funds and ETFs within model allocations tailored to client goals.
Based on Csenge Advisory Group, LLC
Financial planning fixed fees: Level One $750, Level Two $1,250, Level Three $2,000; Corporate consulting fixed fee $5,000-$100,000.
$0+: 2.35% (Asset Management Programs maximum annual fee) $0+: 1.50% (Asset Allocation Services maximum annual fee) $0+: Up to 2.5% (Third-Party Management Programs, negotiable, combined fees will not exceed 2.5%) $0+: 1.5% (Corporate Investment and Retirement Plan Services maximum annual fee)
Advisor representatives may earn commissions if implementing financial plans through broker dealer or insurance products through insurance companies.
Certified Financial Planner: up to $500/hour; Associate: up to $125/hour; Corporate consulting hourly fee $50-$500/hour.
Fee-only: Financial planning and consulting services offered on fixed or hourly basis; fees generally not negotiable except hourly range provided.
340 S. Lowe Ave.
Cookeville, TN 38555
Tennessee
Csenge Advisory Group
2026 - Present (1 year)
Elevate Financial Planning and Wealth Management
2025 - 2025 (1 year)
21st Mortgage Corporation
2024 - 2025 (1 year)
Home Depot
2023 - 2024 (1 year)
Carter Lumber
2022 - 2023 (1 year)
Academy Sports and Outdoors
2022 - 2022 (1 year)
University of Tennessee Knoxville
2021 - 2025 (4 years)
Shippers Collision
2021 - 2021 (1 year)
Golden Eagle Golf Course
2021 - 2021 (1 year)
Gap Distribution Center
2020 - 2021 (1 year)
Pope Saint John Paul II Preparatory High School
2017 - 2021 (4 years)
Station Camp Middle School
2014 - 2017 (3 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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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
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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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