GASBER FINANCIAL ADVISORS, INC
SEC RegisteredWe Are Your Bridge To A Brighter Future.
About the firm
Gasber Financial Advisors provides personalized fiduciary financial planning and investment management in Folsom, California, helping individuals, families, and professionals align their wealth with their values and long-term goals. For 30 years, the firm has been helping clients build bridges to brighter financial futures, guiding them on every aspect of their financial journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (including retirement and tax planning, investment analysis, insurance and benefits planning, estate and legacy planning, and cash flow and liquidity management) and investment management using a disciplined, evidence-based approach with global diversification, portfolio rebalancing, and tax-efficient strategies.
Who they serve
Individuals, families, and professionals in every stage of life, including individuals navigating divorce or major life transitions, and widows and widowers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 118 | $36M |
| High Net Worth Individuals | 62 | $133M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 3 | $8.7M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 ($1M-$2M) | 0.75% |
| Next $3,000,000 ($2M-$5M) | 0.60% |
| Next $5,000,000 ($5M-$10M) | 0.30% |
| Over $10,000,000 | 0.20% |
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GASBER FINANCIAL ADVISORS, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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