GG
CFP
GG
CFP

George Richard Gay

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,316 clients
Average Client Portfolio
$413K average
Assets Under Management
$956.1M

Fee Structure

Minimum Investment:$25K
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Location

5475 Mark Dabling Boulevard, Suite 108, Colorado Springs, CO, 80918

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

George prepares a few tax returns annually and handles bookkeeping and sales tax returns for two small businesses. This activity requires minimal time and generates less than $1000 in annual compensation.

Employment History
Current Registrations
First Affirmative Financial Network LLC
August 1999 - Present · 26 yrs 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
George Richard Gay - Financial Advisor | TrueAdvisor