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Zachary Gray

Rooted Wealth Advisors
18 Years of Experience
St. John, IN
View SEC Summary
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Zachary Gray is a registered investment advisor at Rooted Wealth Advisors, based in St. John, IN, with 18 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,652 clients with $410M in assets under management.

Rooted Wealth Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1,652 clients
Average Client Portfolio
$247K average
Assets Under Management
$408.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.80%

Fees are a maximum of 1.80% annually, based on average daily portfolio value, prorated and paid monthly in arrears. Fees are negotiable.

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

Location

8025 Wicker Ave, Suite G, St. John, IN, 46373

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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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Other Business Activities

Zachary is the owner of Chillie Inc, selling livestock supplements, and spends minimal time on it. He is also an author, dedicating minimal time to book writing, and the president of RAWK INC., focusing on marketing and business development for about a quarter of his time. Finally, Zachary is a manager and owner of 1989 Real Estate, LLC, spending minimal time on it.

Employment History
Current Registrations
Rooted Wealth Advisors
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wall Street Financial Group, INC.
July 2017 - April 2020 · 2 yrs 9 mos
Ae Wealth Management, LLC
December 2016 - September 2021 · 4 yrs 9 mos
William C. Burnside & Company, INC.Broker
October 2016 - June 2018 · 1 yr 8 mos
Country Capital Management CompanyBroker
December 2007 - October 2016 · 8 yrs 10 mos
State Registrations5 states
COILINTNTX
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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