Gary Gray
Gary Gray is a registered investment advisor at Vanderbilt Advisory Services, based in Yorba Linda, CA, with 31 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
22725 Old Canal Road, Yorba Linda, CA, 92887
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is the President of GFS, Inc., providing tax and accounting services since 1988, dedicating full-time hours to this role. Additionally, Gary is a representative with Avantax Insurance Agency/Services, selling fixed and indexed annuity products, which takes about 10-20% of his time.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Sammons Securities Company, LLCBroker
H.D. Vest Investment ServicesBroker
State Registrations16 states
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.