Aaron David Grey

CFP

Focus Partners Wealth, LLC

20 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Focus Partners Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

823 advisors

Number of Clients

34,999 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

1601 Wewatta Street, Ste 875, Denver, CO, 80202

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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.

Employment History

Current Registrations

Focus Partners Wealth, LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Buckingham Strategic Wealth, LLC

February 2016 - November 2024 · 8 yrs 9 mos

Denver Money Manager, LLC

March 2005 - January 2016 · 10 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.