Gregory Farland
Gregory Farland is a CFP-designated registered investment advisor at Alliance Private Wealth, LLC, based in Alton Bay, NH, with 19 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 167 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Private Wealth's wealth management fees range from 0.25% to 1.25% annually, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance and are based on the market value of your portfolio at the end of the prior quarter. Fees may be negotiable.
Location
Alton Bay, NH
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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 →Other Business ActivitiesSells Insurance
Gregory sells fixed insurance under the name 'Alliance Private Wealth' and provides insurance evaluation services through outside agencies, dedicating minimal time to each. Gregory also owns Doctors Park Realty, LLC for commercial property rental and James F. Kelleher CPA LLC, though he spends no time on the CPA firm. Finally, Gregory is an IAR of Alliance Private Wealth, LLC offering financial and exit planning services, spending a few hours per week.
Employment History
Current Registrations
Alliance Private Wealth, LLC
Previous Registrations
Commonwealth Financial Network
Ameriprise Financial Services, INC.
State Registrations2 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.