Brian Gray
Brian Gray is a registered investment advisor at Graylark Financial, LLC, based in Bluffton, SC, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 83 clients with $48M 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 | 1.50% |
Annual portfolio management fees do not exceed 1.50% and are billed quarterly in advance. Fees may be individually negotiated.
Fee Estimator
Location
Bluffton, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Brian owns and manages Graylark Insurance Services LLC, focusing on insurance and annuity sales since April 2023. He dedicates about a quarter of his time to this business, including time during securities trading hours.
Employment History
Current Registrations
Graylark Financial, LLC
Previous Registrations
Apo Financial Services, LLC
Horter Investment Management, LLC
State Registrations2 states
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
- Jacob Lang, CFPLang Capital
- Cassie Boren, CFPRoot Financial Partners
- Joseph Folis, ChFCFocus Wealth Advisors LLC
- Sarah Reed, CFPEdward Jones
- Todd Crutchley, CFPStifel, Nicolaus & Company, Incorporated
- Mark Farrelly, CFP, ChFCCairn Investment Group