AG
AG

Arthur Gray

37 Years of Experience
Nashville, TN
Broker

Arthur Gray is a registered investment advisor at Wells Fargo Advisors, based in Nashville, TN, with 37 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

150 3rd Ave S, Ste 2100, Nashville, TN, 37201

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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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Employment History
Current Registrations
Wells Fargo Advisors
July 2020 - Present · 5 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - July 2020 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - July 2020 · 5 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2006 - September 2014 · 8 yrs 3 mos
Raymond James & Associates, INC.
June 2006 - September 2014 · 8 yrs 3 mos
Suntrust Investment Services, INC.
June 2005 - June 2006 · 1 yr
Suntrust Investment Services, INC.Broker
June 2005 - June 2006 · 1 yr
Suntrust Capital Markets, INC.
February 2003 - July 2005 · 2 yrs 5 mos
Suntrust Capital Markets, INC.Broker
February 2003 - June 2005 · 2 yrs 4 mos
Wachovia Securities, INC.
October 1999 - February 2003 · 3 yrs 4 mos
Wachovia Securities, INC.Broker
October 1999 - February 2003 · 3 yrs 4 mos
First Union Capital Markets CORP.Broker
May 1998 - October 1999 · 1 yr 5 mos
D.E. Frey & Company, INC.Broker
January 1992 - May 1998 · 6 yrs 4 mos
The Robinson-Humphrey Company INC.Broker
January 1990 - January 1992 · 2 yrs
Shearson Lehman Hutton INC.Broker
September 1988 - February 1990 · 1 yr 5 mos
State Registrations32 states
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Exams
No exam information available for this advisor.