Gerstemeier Financial Group,LLC

Overview

Gerstemeier Financial Group, LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management for individuals, families, small businesses and institutions. The firm, registered with the SEC in 2022 and owned by an individual, runs primarily discretionary relationships and emphasizes managed portfolios built around pooled public funds and mutual funds. Its stated advisory services include financial planning, portfolio management for both individual and institutional clients, and pension consulting services; the firm’s filing also indicates it is not separately designated as a pension consultant. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility across planning and investment mandates. The firm does not identify as an active ESG investor and is not classified as a capital allocator, which aligns with its use of third-party vehicles rather than operating proprietary private funds.

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Location & Offices