Gregory Stein
Gregory Stein is a CFP-designated registered investment advisor at Advisory Services Network, based in Lansdale, PA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
1555 Bustard Road, Suite 201, Lansdale, PA, 19446
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
Gregory is a partner in Hinkle, Stein & Associates, LLC, dedicating about a quarter of his time to the business. He is also an insurance agent selling life and disability insurance, spending minimal time on this activity, and serves as a trustee for several trusts, dedicating a few hours per week.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Rsm US Wealth Management LLC
Mantas, Ohliger, Mcgary & Quinn Financial Advisors, LP
State Registrations3 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.