John Gray is a registered investment advisor at Hamilton Gray Wealth Management LLC, based in Houston, TX, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 15 clients with $30M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$29.6M

Fee Structure

Investment management only (planning not offered)

Hamilton Gray does not base its fees on the value of your portfolio. Instead, fees are based on the complexity of the client relationship, the firm's resources needed, and the client's modified net worth. Hamilton Gray works with a client on their overall asset allocation and investment selection process while also working with a client’s other money managers and custodians.

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Location

2700 Post Oak Boulevard, Twenty-First Floor, Houston, TX, 77056

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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.

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Employment History
Current Registrations
Hamilton Gray Wealth Management LLC
June 2016 - Present · 9 yrs 11 mos
State Registrations1 state
TX
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.