What Gevers Wealth Management, LLC does

Gevers Wealth Management, LLC is a fee-only fiduciary registered investment advisor (RIA) based in Issaquah, Washington, founded in 2005 and operating with 1-10 employees. The firm provides financial planning and wealth management services to individuals, with explicit specialization in three primary personas: pre-retirees and retirees (typically with $1M+ in investable assets), Costco professionals (focused on NUA strategy, 401(k) distribution, and concentrated COST stock management), and tech employees (focused on RSU, stock option, and equity compensation planning). A secondary segment serves small business owners with more complex multi-discipline planning needs. Service delivery combines a consultative sales process (free discovery call, first planning meeting, "see the plan then decide" approach) with ongoing advisory support delivered both in-person and virtually across the United States.

The firm's product offering is organized into three core service lines: Financial & Retirement Planning, Investment Management (with CFA® Charterholder oversight, broadly diversified low-cost indexing, and direct indexing for larger portfolios), and Tax, Estate & Strategic Coordination (including multi-year tax scenario modeling, CPA and estate attorney coordination, and Roth conversion / NUA strategy). Proprietary-feeling differentiators include direct indexing for tax-loss harvesting, comprehensive equity compensation mapping across grants, vesting schedules, strike prices and tax basis, and forward-looking multi-year tax planning. The firm uses Charles Schwab as its custody and client portal platform. There are no proprietary technology platforms, AI/ML capabilities, or consumer-facing applications — the technology stack is standard third-party RIA infrastructure with domain-specialized workflows layered on top.

Gevers Wealth operates a recurring subscription-style revenue model based on tiered Assets Under Management (AUM) fees: 1.25% on the first $1.5M, 1.00% on the next $3.5M, 0.75% on the next $15M, and 0.50% above $20M. There are no commissions, product kickbacks, or hidden fees. The firm is owned and controlled by its three managing partners — William Gevers (President, CPWA®), Trey Gevers (Managing Partner, CFP®), and Garrett Grigas (Managing Partner, CFA®, CFP®) — with no external institutional, PE, or VC ownership. Marketing is conducted through content marketing (blog/insights), email newsletters, educational webinars (including Costco-specific webinars), LinkedIn, and Google reviews, with an emphasis on organic inbound within its target niches.

Name

Gevers Wealth Management, LLC

Legal name

Gevers Wealth Management, LLC

Website

https://geverswealth.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Gevers Wealth Management is a fee-only fiduciary RIA in Issaquah, WA, providing financial planning and wealth management to pre-retirees, retirees, Costco professionals, and tech employees, typically with $1M+ in investable assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement income planning
• Investment management
• Tax planning services

Headquarters

HQ city

Issaquah

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Assets Under Management (AUM) Fees: The firm charges a percentage of assets under management, debited directly from client accounts. No commissions, no product kickbacks, no hidden fees. The fee structure is tiered, typically decreasing as assets grow.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Gevers Wealth Management is a fee-only fiduciary registered investment advisor that delivers coordinated financial planning, investment management, and tax/estate advisory services to individual clients. The firm specializes in serving Costco professionals, tech employees, pre-retirees, and retirees, typically those with $1M+ in investable assets. Core services include retirement income planning, direct indexing portfolio management, equity compensation planning (RSUs, stock options, NUA strategy), and coordination with clients' CPAs and estate attorneys.

Product overview

Gevers Wealth Management is a fee-only fiduciary financial advisory firm offering a unified financial planning and wealth management service. The core offering combines Financial & Retirement Planning, Investment Management (including direct indexing), and Tax/Estate Coordination into a coordinated service. The firm specializes in serving Costco professionals (with expertise in NUA strategy and Costco 401(k) management) and tech employees (with expertise in RSU, stock options, and equity compensation planning). Services are delivered through a tiered AUM fee structure with personal advisor relationships and ongoing support.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial & Retirement Planning Comprehensive retirement income planning service that includes detailed financial modeling, Social Security optimization, Roth conversion analysis, and Medicare/long-term care planning for pre-retirees and retirees.
• Investment Management Portfolio management with CFA Charterholder oversight using diversified low-cost indexing and direct indexing strategies for larger portfolios with tax-loss harvesting capabilities.
• Tax, Estate & Strategic Coordination Multi-year tax planning with coordination with CPAs and estate attorneys, including charitable giving strategies and estate document review.
• Costco Employee Retirement Planning Specialized retirement planning for Costco professionals including NUA strategy for company stock, 401(k) distribution planning, and Costco benefits optimization.
• Tech Employee Equity Planning Stock compensation planning for tech employees covering RSU taxation, ISO/NSO optimization, ESPP strategies, and concentrated position diversification.

Quantifiable outcome

• Example: NUA strategy saving approximately $21,600 in taxes on a single $300,000 Costco stock distribution
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Emerging players

• Facet Wealth: Hybrid digital RIA offering flat-fee financial planning combined with personalized CFP®-led advice. Comparable to Gevers as a fee-only planning-led RIA targeting affluent retail investors, but distinguished by a flat-fee rather than AUM-based model and a more digital delivery mechanism.

Direct peers

• Halbert Hargrove: Independent fee-only RIA providing comprehensive financial planning, investment management, and tax coordination for executives and retirees. Comparable to Gevers as a fee-only fiduciary practice with multi-partner leadership, tiered AUM fees, and coordinated planning across retirement, investments, taxes, and estate.
• Buckingham Strategic Wealth: Fee-only RIA providing financial planning and evidence-based investment management with a focus on tax-loss harvesting and academic-style indexing. Closely comparable to Gevers on philosophy (low-cost indexing, tax efficiency) and on the fee-only fiduciary model serving high-balance retail clients.
• Carson Group: Independent wealth management firm with a strong focus on advisor coaching, partner growth, and fee-only practice support. Comparable to Gevers as a fee-only RIA serving retail investors with a coordinated planning approach and similar advisor-led relationship model.
• Creative Planning: Large, fee-only independent RIA serving individuals and families with comprehensive financial planning, investment management, and tax/estate coordination. Highly comparable as a multi-partner, fee-only fiduciary practice with a tiered AUM model and broad wealth-management scope, though at significantly greater scale than Gevers.

Broad incumbents

• Schwab Wealth Advisory: Schwab's own RIA service offering portfolio management and financial planning on a tiered AUM basis, custody-integrated with Schwab accounts (the same custodian Gevers uses). Comparable as a fee-based advisory service with similar underlying philosophy and custodian integration.
• Empower (formerly Personal Capital): Large-scale digital wealth manager combining free financial tools, RIA advisory services, and institutional-grade portfolio management. Comparable to Gevers as an advisory firm targeting tech employees and affluent retail investors, but with a much broader product set, larger AUM, and stronger emphasis on digital self-service tools.
• Fisher Investments: Large independent investment management firm serving high-net-worth and institutional clients with portfolio management services. Comparable to Gevers as a fee-based independent RIA, though Fisher operates at significantly greater scale and focuses more on discretionary portfolio management than comprehensive financial planning.
• Edelman Financial Engines: Large independent RIA combining workplace-plan advisory with individual wealth management, serving many tech and corporate employees through employer relationships. Highly comparable to Gevers in targeting tech and corporate professionals, with particular overlap on equity compensation and retirement income planning.
• Vanguard Personal Advisor Services: Vanguard's hybrid advice service combining low-cost indexed investments with human advisor support at low AUM-based fees. Comparable to Gevers as an advice-led service targeting long-term, indexing-oriented retail investors, with substantially lower fee structure and brand scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/gevers-wealth-management-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gevers Wealth Management, LLC