Kevin Gray
Kevin Gray is a registered investment advisor at Ascentis Wealth Management, LLC, based in Dallas, TX, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 259 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2.00% annually and are negotiable based on factors such as account size, composition, and future earning capacity.
Fee Estimator
Location
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
Get directionsHistory
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
Kevin is an agent selling fixed/traditional insurance products, dedicating minimal time to this activity. He also offers tax preparation and planning services through Veracity Capital Tax Advisors, LLC, spending a few hours per week on this.
Employment History
Current Registrations
Ascentis Wealth Management, LLC
Previous Registrations
Advisory Services Network
Purshe Kaplan Sterling InvestmentsBroker
Veracity Capital LLC
F3logic, LLC
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
RBC Dain Rauscher INC.Broker
RBC Dain Rauscher INC.
Sws Financial ServicesBroker
Traderight SecuritiesBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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
More Advisors
- Niko Puritz, CFPAscentis Wealth Management, LLC
- Michael Mansur, CFPAscentis Wealth Management, LLC
- Alisha Reilly, CFPAscentis Wealth Management, LLC
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient