AdvisorOS Directory
Claim Profile
GF

Gerald Alexander Fegler

MARIN WEALTH ADVISORS LLC·NOVATO, California
Unclaimed Profile
371 BEL MARIN KEYS BLVD., NOVATO, CA 94949CRD# 2230020Firm CRD# 123237
01

About

Gerald Alexander Fegler is a registered financial advisor based in NOVATO, California, affiliated with MARIN WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARIN WEALTH ADVISORS LLC
MARIN WEALTH ADVISORS LLC
AUM
$296M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MARIN WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2230020
Firm CRD# 123237
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NOVATO?

Browse all registered financial advisors in NOVATO, California or claim this profile if it's yours.

Browse NOVATO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gerald Alexander Fegler offer?
Gerald Alexander Fegler specializes in Financial Planning, Investment Management. Contact their office in NOVATO, California for a consultation.
What are Gerald Alexander Fegler's credentials?
Gerald Alexander Fegler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Alexander Fegler located?
Gerald Alexander Fegler is based in NOVATO, California, working with MARIN WEALTH ADVISORS LLC. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Gerald Alexander Fegler charge for services?
Gerald Alexander Fegler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARIN WEALTH ADVISORS LLC?
MARIN WEALTH ADVISORS LLC has approximately 6 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NOVATO
Jeffrey Charles Troutner — EQUIUS PARTNERS, INC.Jason John Zahorenko — EQUIUS PARTNERS, INC.Thomas Jeffrey Troutner — EQUIUS PARTNERS, INC.Robert Charles Hunter — MARIN WEALTH ADVISORS LLCPhilip Willem Jonckheer — EQUIUS PARTNERS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile