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CFP

Gregory Mattingly

Preston Wealth Advisors, LLC.
20 Years of Experience
Reston, VA
1 Disclosure
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Gregory Mattingly is a CFP-designated registered investment advisor at Preston Wealth Advisors, LLC., based in Reston, VA, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 394 clients with $290M in assets under management.

Preston Wealth Advisors, LLC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
394 clients
Average Client Portfolio
$726K average
Assets Under Management
$286.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.60%
$500K - $2.0M1.40%
$2.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable based on client type, situation complexity, and potential for additional deposits.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1886 Metro Center Drive, Suite 620, Reston, VA, 20190

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2014
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is the owner of Preston Wealth Advisors LLC, an investment advisory firm, since 2013. He spends nearly full-time on this business, handling financial planning, client acquisition, trading, client relationships, and accounting.

Employment History
Current Registrations
Preston Wealth Advisors, LLC.
April 2014 - Present · 12 yrs 6 mos
Previous Registrations
Preston Wealth Advisors LLC
January 2013 - April 2014 · 1 yr 3 mos
Manna Capital ManagementBroker
August 2012 - December 2014 · 2 yrs 4 mos
Preston Wealth Management LLC
June 2012 - December 2012 · 6 mos
Lara, Shull & May, LLCBroker
June 2008 - May 2012 · 3 yrs 11 mos
Lara, Shull & May, LLC
January 2008 - May 2012 · 4 yrs 4 mos
Lara, Shull & May, LTDBroker
January 2008 - June 2008 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - January 2008 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2007 - January 2008 · 1 yr
Ameriprise Financial Services, INC.
July 2005 - September 2006 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
July 2005 - September 2006 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
July 2005 - July 2006 · 1 yr
State Registrations1 state
VA
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.
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