Gregory Thompson
Gregory Thompson is a CFP-designated registered investment advisor at Stone Oak Wealth Management, LLC, based in San Antonio, TX, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 436 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stone Oak Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The exact percentage is negotiable, based on factors like the size of your account and the complexity of your financial situation. The fee is calculated using a tiered structure:
- First $1,000,000: 0.80% - 1.50%
- Next $2,000,000: 0.75% - 1.25%
- Remaining Assets Over $3,000,000: 0.50% - 1.00%
The fee is billed either quarterly in advance or in arrears, based on the account value. Fees can be directly deducted from your account.
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.