G. A. Repple & Company logo

G. A. Repple & Company

Updated today

Total assets under management

$614,731,911

Total clients

3,468

0% high-net worth

Total advisors

58

of 68 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

60

Average account size

$177,258

About

G. A. Repple & Company provides investment advisory and financial planning services to a mix of retail individuals (the majority are not high‑net‑worth), employer‑sponsored retirement plans, trusts, estates, and corporate entities. The firm offers discretionary and non‑discretionary portfolio management, access to third‑party asset managers, retirement plan advisory, and financial planning and education services.

Advisory Representatives develop individualized plans and employ a variety of analytical approaches — including fundamental, technical, quantitative and qualitative analysis — to construct portfolios aligned with clients’ goals and risk tolerances. The firm offers both wrap and non‑wrap programs, multiple separately managed account options, and model strategies including an ETF‑focused program and a Biblically‑Responsible Investing (BRI) model.

The brochure highlights features that differentiate GAR from many peers: it operates as a broker/dealer and licensed insurance agency so representatives may implement advice in either fee‑based or commission capacities and the firm discloses receipt of 12b‑1 and other revenue‑sharing payments. The firm also documents an SEC consent order in September 2024 addressing shortcomings in disclosure and share‑class selection (resulting in remediation and payment of $549,689), notes family ownership and use of DBA names by advisors, and records a 2024 change in its accounting firm to Ohab & Company.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning generally range from $150 to $5,000 per plan

Percentage

$0+: 0.25% to 2.00% (Direct Asset Management Wrap Fee Option varies by account and program) $0+: 0.25% to 1.85% (Direct Asset Management Non-Wrap Fee Option) $0+: Up to 2.4% maximum (FMAX FSP Wrap Program) $0+: Up to 2.65% maximum (FMAX Separately Managed Account Program) $0+: Up to 2.75% maximum (UMA Unified Managed Account Program) $0+: Up to 2.75% maximum (Rep as Portfolio Manager Program)

Commissions

Commission charges may apply when acting as broker/dealer; separate from advisory fees.

Project-based

Hourly fees for financial planning range from $100 to $250 per hour

Other

Account minimum: $25,000 Minimum fee: Annual minimum account fees range from $75 to $350 depending on the program

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

G. A. Repple & Company

101 Normandy Road

Casselberry FL 32707, United States

Number of offices

21

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