JG
CFP
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
220 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$295.2M
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$15,000
Financial Plan Fee:$1,500 - $150,000
Hourly Rate:$500/hr
Investment management fees are based on a percentage of the account's market value. For new clients, the fee is 1.5% unless otherwise agreed. There is a minimum account size of $1 million, with a minimum annual fee of $15,000. Financial planning services are offered at a minimum hourly rate of $500 or a fixed fee ranging from $1,500 to $150,000, depending on complexity.
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningInsurance PlanningCharitable GivingTax Planning
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Advisor Information
Office location
3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549
Get directionsRegulatory History (1)
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Customer Dispute
June 2012Settled
Other Business ActivitiesSells Insurance
James is an independent insurance agent selling fixed insurance products since 2011, dedicating about 10% of his time to this. He is also the owner of Gebhardt Group, Inc., a registered investment advisor and DBA for insurance and securities, dedicating full-time hours to this.
Employment History
Current Registrations
Gebhardt Group, INC
April 2025 - Present · 9 mos
Integrity Alliance, LLC. Broker
February 2011 - Present · 14 yrs 11 mos
Previous Registrations
Gebhardt Group, INC
August 2019 - December 2024 · 5 yrs 4 mos
401k Masters, LLC
February 2015 - December 2018 · 3 yrs 10 mos
Gebhardt Group, INC
September 2013 - August 2019 · 5 yrs 11 mos
Brokers International Financial Services, LLC
February 2011 - February 2011 · 0 mos
Gebhardt Group, INC
May 2007 - December 2011 · 4 yrs 7 mos
Cambridge Investment Research, INC.Broker
May 2005 - February 2011 · 5 yrs 9 mos
Cambridge Investment Research Advisors, INC.
May 2005 - September 2007 · 2 yrs 4 mos
Citigroup Global Markets INC.
November 1999 - June 2005 · 5 yrs 7 mos
Citigroup Global Markets INC. Broker
November 1999 - June 2005 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 1996 - November 1999 · 3 yrs 3 mos
State Registrations10 states
AZCAGAILMNMTNVNYTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.