Gregory Welborn is a registered investment advisor at First Financial Consulting, based in Pasadena, CA, with 30 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 643 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The typical percentage fee is 1.00% annually, ranging between 0.40% and 1.50% based on asset type, complexity, and expected cash flows. Fees can also be charged on an hourly or flat-fee basis.
Fee Estimator
Contact
Gregory Welborn
Location
517 South Lake Avenue, Pasadena, CA, 91101
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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 →Employment History
Current Registrations
First Financial Consulting
State Registrations1 state
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
Additional Information
In working with clients, we always strive to deliver the highest value possible. One of the ways in which we accomplish this is to put a great deal of effort into assessing whether or not we can be helpful in any given client situation. To accomplish this we offer and encourage prospective clients to take advantage of a free, no-obligation, initial meeting. We want to accurately assess a client's needs and communicate to them how we believe we can help in that situation. Many of our existing clients tell us that this intial meeting we extremely helpful to them in deciding when and how to use a personal financial consultant. We are committed to mutually beneficial relationships which are built on the highest levels of trust, integrity and service. We invite you to call for an initial appointment or just to ask questions. Thank you for your consideration.
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