Gregory Thompson
Gregory Thompson is a CFP-designated registered investment advisor at Stone Oak Wealth Management, LLC, based in San Antonio, TX, with 26 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 293 clients with $360M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Rates shown represent the maximum ends of the negotiated fee ranges for each tier. Fees may be combined for household accounts.
Fee Estimator
Location
San Antonio, TX
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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 is an independent insurance agent.
Employment History
Current Registrations
Stone Oak Wealth Management, LLC
Previous Registrations
Titleist Asset Management, LTD.Broker
Titleist Asset Management, LTD.
Swbc Investment Company
Swbc Investment Services, LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
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