G
Gomez Financial Planning
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
Gomez Financial Planning provides non‑discretionary, fee‑only financial planning and investment advice to individuals, families, educators, retirees, young professionals, and small business owners. The brochure lists services including retirement planning, investment guidance, budgeting and debt management, financial coaching, educational seminars and workshops, and stand‑alone portfolio reviews.
The firm follows an evidence‑based, passive investment philosophy that emphasizes broad diversification, low‑cost index funds and ETFs, asset allocation aligned with client risk tolerance, and periodic rebalancing, using tools such as Morningstar and Vanguard Portfolio Watch for analysis. All advice is delivered on a non‑discretionary basis, with clients responsible for implementing recommendations and selecting their own custodians or brokers.
Noteworthy distinctions include an advice‑only model that does not manage or custody client assets and a fee approach focused on hourly, flat‑fee, and retainer arrangements rather than percentage‑of‑AUM billing, alongside an explicit program of educational seminars and workshops. The firm’s sole owner maintains full‑time employment as a high school teacher and offers discounts to former students and coworkers, reflecting an educator‑oriented client emphasis and outreach.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Occupation focus
Educators, Teachers, and Academics
Founder/Business Owner
Demographic focus
Young Professionals
Fee options
Basic Plan: $500 (up to 4 hours); Mid-Tier Plan: $1,250 (up to 10 hours); Comprehensive Plan: $2,400 (up to 20 hours); Annual Portfolio Review: $300 (up to 2 hours)
$150/hour
Retainer Model: $500 every 6 months (includes quarterly or biannual meetings, portfolio reviews, and unlimited email support)
Fee-only: Fee-only firm; no commissions or third-party compensation received.
Main office location
Gomez Financial Planning
9302 Chesaw Ct
Bakersfield CA 93312, United States
Number of offices
1
Most active in
Gomez Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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