Gervais Capital Management, LLC fees and pricing

Financial planner in Wilson, Wyoming. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 24, 2026, Gervais Capital Management, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The fixed fees are billed at the standard GCMLLC hourly rate of $500 per hour with a minimum of 3 hours.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of GCMLLC's fees within five business days of signing the Investment Advisory Contract.”
“The fees are paid in arrears upon completion of agreed upon work assignment.”

Its hourly rate of $500 is above the Wyoming median of $250. 92% of the 12 other Wyoming planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2018 (8 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 42
Employees: 1
Works with: Individuals, high net worth individuals, charities, businesses, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting
Assets managed: $155,882,267
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 299347
Website: GervaisCapital.com (opens in new tab)
Phone: (914) 433-5223

Can advise clients in 3 states: Florida, Texas, Wyoming

Is something on this page wrong or out of date?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.