A complete list of active advisors currently associated with Gompert Financial
Warmer can help you find a great advisor at Gompert Financial or one who fits your needs even better.
Gompert Financial is a small, independent advisory firm managing about $7.35 million in client assets for roughly 15 individual clients. The firm provides portfolio management for individuals and typically charges fees based on a percentage of assets under management. The brochure outlines the firm's investment methods, strategies and risks in Item 8 and describes regular account reviews and reporting in Item 13. Custody, brokerage practices and fee disclosures are addressed in the brochure (Items 12, 15 and 5), indicating it follows common operational practices for independent advisers. A distinctive aspect noted in the disclosures is that the firm also operates as an insurance broker/agent (see Item 10), which can create additional sources of compensation and potential conflicts of interest. That dual role, combined with a small, concentrated client roster, is relatively uncommon among independent firms and is the primary nonstandard feature highlighted in the firm's Form ADV.
To learn more about the advisors currently working at Gompert Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mitchell, NE
| 21
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
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")