Advisor at Gemmer, Robert Arden
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Firm
Gemmer, Robert Arden
Location
Healdsburg, CA 95448
Credentials
CFP®, Series 63
Industry experience
47 years
Robert Gemmer is a CFP® professional with 47 years of experience in financial and investment planning. He has operated as a self-employed advisor since 1979 and currently leads his independent firm, Gemmer, Robert Arden, based in Healdsburg, CA. He is also licensed as a life, health, and disability insurance agent. His firm provides financial planning and portfolio management primarily to individual clients, as well as trusts, employer-sponsored retirement plans, and self-employed business retirement accounts. Investment recommendations are tailored to each client’s objectives and risk profile, with diversified asset allocation and discretionary management implemented through third-party custodians.
Based on Gemmer, Robert Arden
Based on Gemmer, Robert Arden
Annual or semi-annual retainer fees based on client’s financial situation (negotiable)
$0 - $250,000: 1% annually $250,001+: 0.75% annually
Commissions from insurance products, other investments through AIC including 12b-1 fees
$250 per hour
Fee-only: Percentage of AUM fees, hourly charges, and fixed fees (not including subscription fees)
132 Mill Street, Suite 208
Healdsburg, CA 95448
California
American Investors Company
2012 - Present (14 years)
American Investors Company
2004 - Present (22 years)
Robert A. Gemmer
1995 - Present (31 years)
SELF-EMPLOYED
1979 - Present (47 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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