B
CRD: 115871
B4 Financial Planning
Chesapeake, VA
7575481183
$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-1999
- Office Locations
- 1
Office Locations
-- Chesapeake VA
About B4 Financial Planning
B4 Financial Planning is a Chesapeake-based RIA. The firm has been operating for 27 years. Managing $21.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$21.0M AVG AUM / ADVISOR
$403.1K AVG AUM / CLIENT
25.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Harbor
Investment Themes
Capital Alpha signal
Investment Vehicles
Delta wave Vital
Services
Vector Horizon Atlas ember
Owner & Executives
G
GERALD WAYNE BARNARD Mr.
Financial Advisor, Owner
- CRD
- #4473063
- Ownership
- 75% or more
(955) 903-9662
catalyst.fusion@valuecapital.com
in linkedin.com/in/prime-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,960,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,960,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,960,000
Equity - Exchange:
16.8% Equity - OTC:
25.8% Cash:
22.2% Corporate - Investment Grade:
21.7% U.S. Government/Agency:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $56,160,428 | 16.8% |
| Equity - OTC | $86,246,371 | 25.8% |
| Cash | $74,211,994 | 22.2% |
| Corporate - Investment Grade | $72,540,553 | 21.7% |
| U.S. Government/Agency | $45,128,915 | 13.5% |
| Total | $334,288,261 | 100.0% |