Andrew Gregory is a CFA-designated registered investment advisor at Gregory Financial LLC, based in Doylestown, PA, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Gregory Financial only offers investment management to clients who also subscribe to their ongoing financial planning service. The annual fee for investment management is a flat $6,600, billed quarterly. To participate, clients must have a minimum of $220,000. This fee is on top of the ongoing financial planning fee.
Location
Doylestown, PA
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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.
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Current Registrations
Gregory Financial LLC
Previous Registrations
Duff & Phelps Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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