Advisor at AdaptFirst Investments 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.
Firm
AdaptFirst Investments LLC
Location
Kernersville, NC
Credentials
Series 66
Industry experience
9 years
Ryan Gehsmann is a financial advisor with AdaptFirst Investments LLC in Greensboro, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Waddell & Reed Inc. Outside of advising, he owns a lawn care business, coordinates lacrosse tournaments, and prepares tax returns. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services, including outsourced CIO and CFO functions. The firm uses a value-oriented investment approach based on technical and fundamental analysis and offers additional services such as bookkeeping, tax preparation, and financial coaching.
Based on AdaptFirst Investments LLC
Project Based Financial Planning: Fixed fee between $500 and $2,000 (negotiable).
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,000+: 0.75%
Some advisors receive commissions from sale of insurance or securities products, presenting conflict of interest.
CFO Service Fees: $200 to $300 per hour; Other hourly consulting fees start at $200 per hour.
CIO Subscription Services: typically $700 per month; Financial Coaching/Budget Boot Camp: $810 annually for individuals, $1110 for couples billed monthly in arrears; Bookkeeping Service Fees range from $500 to $4,000 per month; Tax Preparation Fees range from $250 to $5,000 per engagement.
Kernersville, NC
Louisiana · New York · North Carolina · South Carolina · Texas
AdaptFirst Investments LLC
2019 - Present (7 years)
Hornor Townsend & Kent Inc
2017 - 2019 (2 years)
Penn Mutual Life Ins Co
2017 - 2019 (2 years)
Various Insurance Carriers For W&R Insurance Agencies
2016 - Present (10 years)
Waddell & Reed Inc
2016 - 2017 (1 year)
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.
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
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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