TG
TG

Tony Graybeal

27 Years of Experience
Merritt Island, FL
1 DisclosureSells Insurance

Tony Graybeal is a registered investment advisor at Advisory Services Network, based in Merritt Island, FL, with 27 years of industry experience. Tony 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

250 N. Courtenay Parkway, Suite 202, Merritt Island, FL, 32953

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2025
Final
Other Business ActivitiesSells Insurance

Tony owns 100% of Thinktank Media Corp, researching real estate, and an RV rental business. He also receives trail insurance commissions and works as an independent insurance agent offering life and LTC insurance, and as a consultant to a space company; all these activities require minimal time.

Employment History
Current Registrations
Advisory Services Network
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - March 2022 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - March 2022 · 3 yrs 7 mos
Suntrust Advisory Services, INC.
August 2016 - August 2018 · 2 yrs
Suntrust Investment Services, INC.
July 2013 - December 2016 · 3 yrs 5 mos
Suntrust Investment Services, INC.Broker
May 2013 - August 2018 · 5 yrs 3 mos
Allstate Financial Services, LLCBroker
November 2009 - May 2013 · 3 yrs 6 mos
Spc
October 2008 - June 2009 · 8 mos
Sigma Financial CorporationBroker
August 2008 - June 2009 · 10 mos
Cuso Financial Services, L.P.
August 2006 - February 2007 · 6 mos
Cuso Financial Services, L.P.Broker
August 2006 - February 2007 · 6 mos
Raymond James Financial Services
January 1999 - December 2004 · 5 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 1999 - December 2004 · 5 yrs 11 mos
Robert Thomas Securities, INCBroker
June 1998 - January 1999 · 7 mos
Dean Witter Reynolds INC.Broker
September 1996 - June 1998 · 1 yr 9 mos
Olde Discount CorporationBroker
May 1995 - September 1996 · 1 yr 4 mos
State Registrations2 states
FLTX
Advisor

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
No exam information available for this advisor.
Tony Graybeal - Financial Advisor | TrueAdvisor