GM
GM

Gregory Mayes

25 Years of Experience
Nampa, ID
3 DisclosuresSells Insurance

Gregory Mayes is a registered investment advisor at Advisory Alpha, LLC, based in Nampa, ID, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
13,831 clients
Average Client Portfolio
$316K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5660 E. Franklin Road, Suite 130, Nampa, ID, 83687

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Denied
Customer Dispute
October 2003
Settled
Customer Dispute
July 2001
Settled
Other Business ActivitiesSells Insurance

Gregory owns Mayes Financial, LLC, offering life insurance, annuities, LTC, and DI, dedicating nearly full-time hours to it. He is also a board member of the Better Business Bureau and a member of Cake Partnership, LLC, spending minimal time on each.

Employment History
Current Registrations
Advisory Alpha, LLC
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Planners Alliance
February 2018 - September 2020 · 2 yrs 7 mos
Alphastar Capital Management, LLC
November 2012 - February 2018 · 5 yrs 3 mos
Ing Financial Partners, INC
February 2008 - November 2012 · 4 yrs 9 mos
Securian Financial Services, INC.
June 2004 - February 2008 · 3 yrs 8 mos
Ws Griffith Securities, INC.
January 2001 - June 2004 · 3 yrs 5 mos
State Registrations1 state
ID
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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