Zachary Gray is a registered investment advisor at Rooted Wealth Advisors, based in Bloomington, IL, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,425 clients with $320M 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 | 1.80% |
The annual fee is a maximum of 1.80% and is negotiable.
Fee Estimator
Location
2404 E. Empire Street, Suite 105, Bloomington, IL, 61704
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 →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
Previous Registrations
Wall Street Financial Group, INC.
Ae Wealth Management, LLC
William C. Burnside & Company, INC.Broker
Country Capital Management CompanyBroker
State Registrations5 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.