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, Education Planning, Estate Planning, and 6 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 combined ongoing financial planning and investment management services. The annual fee ranges from $6,000 to $30,000, determined by the complexity of your financial profile and the resources required to service your account.
- Fees are billed in advance in equal monthly or quarterly installments.
- The firm generally requires a minimum account size of $500,000 for investment management services, though this requirement may be waived at their discretion.
Contact
Andrew Gray
Location
Bend, OR
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
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.
Exams
More Advisors
- Mary Ericksen, CFPFocus Partners Wealth, LLC
- Riley Thoubboron, CFPFpfoco
- Antoinette Laferriere, CFPFocus Partners Wealth, LLC
- Gina Patterson, CFPStratos Wealth Partners, LTD
- John Kelly, CFPRiverpath Investments LLC
- Cindy Hayes, CFA