Andrew Gray is a CFP-designated registered investment advisor at Gray Wealth Strategies LLC, based in Bend, OR, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 27 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gray Wealth Strategies offers a combined service for ongoing financial planning and investment management. The annual fee ranges from $6,000 to $30,000, based on the complexity and needs of the client. Fees are billed monthly or quarterly in advance.
Contact
Andrew Gray
Location
Bend, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gray Wealth Strategies LLC
Previous Registrations
Asi Wealth Management & Consulting Services
Valentine Ventures, LLC
Durbin Bennett Private Wealth Management, LLC
USAA Investment Management Company
USAA Financial Planning Services
Bell Financial Planning
Banc of America Investment Services, INC.
State Registrations3 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.
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