Gerber, LLC fees and pricing
Financial planner in Columbus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Gerber, LLC charges a flat or project fee of $20,000-$200,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $20,000-$200,000
“Entrepreneurial Planning Services Gerber offers entrepreneurial planning services for a fixed engagement fee ranging from $20,000 to $200,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gerber, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Gerber, LLC’s fees compare
- Its flat or project fee of $20,000-$200,000 is above the Ohio median of $3,250. 99% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 18 of the 18 other planners in Columbus that publish a flat or project fee charge less.
About Gerber, LLC
- Firm size: 17 employees.
- Founded: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $3,000 minimum fee (stated in brochure)
- Clients
- 220
- Employees
- 17
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $592,071,283
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120039
- Phone
- (614) 431-4343
Can advise clients in 4 states: Florida, North Carolina, Ohio, Texas
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.