Gregory Aynesworth
Gregory Aynesworth is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in San Ramon, CA, with 32 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, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
3170 Crow Canyon Place, Suite 105, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Gregory is the President of Omni-Prestige Insurance Services, Inc., where he sells life insurance and employee benefits, dedicating about 10-20% of his time. He is also an Investment Advisor Representative with Arbor Point Advisors, LLC.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Foothill Securities, INC.
Arbor Point Advisors
Securities America, INC.Broker
Foothill Securities, INC.Broker
Foothill Securities, INC.
Richard A. Saso & Associates-Investment SecuritiesBroker
Round Hill Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Hartford Equity Sales Company INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.