WG
WG

Wesley Robert Gray

15 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
195 clients
Average Client Portfolio
$82.3M average
Assets Under Management
$16.0B

Fee Structure

Financial Planning:Investment management only

Consulting fees include a $5,000 fixed component and $500/hour. Fees are negotiated case-by-case.

One-Time Plan:From $5,000
Hourly Rate:$500/hr
Loading...

Location

19 E Eagle Road, Havertown, PA, 19083

Get directions

History

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 3 mos
Alpha Architect
August 2010 - Present · 15 yrs 6 mos
State Registrations2 states
PAPR
Advisor
Exams
No exam information available for this advisor.