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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · SSG
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-21-2021
- Office Locations
- 2
Office Locations
About Bridge THE GAP Retirement Planners
Bridge the Gap Retirement Planners is a fiduciary retirement-planning firm focused on serving retirees and near-retirees. Clients are supported by a two-CFP team and the firm caps its client roster to stay hands-on. Portfolios primarily use publicly traded funds (including ETFs) and core fixed-income/cash allocations. The team is affiliated with NAPFA and has been quoted in outlets such as MarketWatch and Yahoo Finance.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 32 clients, or 16 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on July 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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Owner & Executives
BRYAN SCOTT CURRY
Chief Compliance Officer, Owner, Retirement Planner
- CRD
- #6276939
- Ownership
- 50% but less than 75%
ANDREW THOMAS GERHARTZ
Partner
- CRD
- #5825485
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,132,037 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,132,037 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bridge THE GAP Retirement Planners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.