Gina Marie Willkomm
Investment adviser representative at Aspiriant, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$18BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Aspiriant, LLCMar 2023 to now
- Aspiriant, LLCMar 2021 to Feb 2023
- Pure Financial Advisors, Inc.Feb 2021 to Mar 2021
- Wealth Quest Partners, IncOct 2017 to Feb 2021
- First Command Financial Planning, Inc.Sep 2017 to Oct 2017
- Corepower Yoga, LLCApr 2017 to Jan 2018
- Workable Wealth, LLCJan 2016 to Jan 2017
- San Diego State UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Aspiriant, LLC
$18BAssets managed
2,357Clients
73Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6500164
- Firm CRD
- 146720