Gibertini, Anthony
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides general investment advice to individual investors via an interactive website, with guidance limited to stocks, bonds, and market indices. It does not take custody of client assets or execute trades on clients’ behalf; clients are responsible for implementing recommendations and covering transaction costs.
The firm tailors recommendations using a set of suitability questions covering experience, age, investable income, and risk tolerance, and emphasizes diversification and long-term holding in diversified indices. Advice published on the site is reviewed at least annually and may be updated for market or economic developments; the firm does not accept discretionary authority or performance-based fees.
Compared with typical investment managers, the firm is notable for operating primarily as an internet adviser and for not charging percentage-of-assets-under-management fees, and it currently reports no assets under management. It also does not participate in wrap-fee programs, does not custody client funds, and does not provide periodic account reporting or trade execution services common at many asset-management firms.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
One-time $200 fee for use of interactive website financial advice
Account minimum: $10,000 Fee-only: One-time $200 fee for use of interactive website financial advice
Main office location
Gibertini, Anthony
La Porte IN, United States
Number of offices
1
Most active in
Gibertini, Anthony has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")