Wesley Gray is a registered investment advisor at Etf Architect, based in Humacao, PR, with 16 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 222 clients with $30B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$29.7B
Fee Structure
Investment management only (planning not offered)
- General consulting services — $5,000 flat fee plus $500 per hour for consulting engagements involving index creation, data licensing, or exchange-traded fund platform services
One-Time Plan:$5,000
Hourly Rate:$500/hr
Loading...
Location
Humacao, PR
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Etf Architect
November 2023 - Present · 2 yrs 11 mos
Alpha Architect
August 2010 - Present · 16 yrs 2 mos
State Registrations2 states
PAPR
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.
More Advisors
- Kevin Kroskey, CFPTrue Wealth Design, LLC
- Eric Miller, CFP