Jeff Ogston, CFP® Gap To Gap Financial

About Jeff Ogston, CFP®

Understanding that traditionally, financial planning has been somewhat exclusive, I started Gap To Gap with the idea of being able to bring financial planning to those who needed it most. The traditional method of only charging a percentage of assets under management (AUM), essentially eliminated the availability of financial planning to those that didn’t already have a sizeable portfolio to invest. I wanted to change that. By offering financial planning for a low monthly subscription, I believe everyone can now have access to the planning they deserve.

I specialize in helping educators, small business owners, and families set and reach their goals. Whether you are early in your financial journey and want to get off to a good start, or in that final transition into retirement, we can help. As an educator, a business owner, and a husband/father/step-father myself, I feel I bring a unique personal perspective and experience to all those that I work with.

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Ideal Clients

  • Blended Family
  • Educators, Teachers, and Academics
  • Gen X
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Quarterly Fee: $450+/qtr
  • Flat Fee: $500+/engagement
  • Hourly Fee: $150+/hr
  • AUM: 0.30%

SEC Records

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