Cortland Gray
Cortland Gray is a CFP-designated registered investment advisor at Financial Planning Consultants, based in San Diego, CA, with 7 years of industry experience. Cortland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Planning Consultants offers an annual client review service for a fee ranging from $250 to $10,000, depending on the complexity of the review.
Financial Planning Consultants charges an hourly fee ranging from $50 to $500 per hour or a fixed fee ranging from $100 to $10,000 for financial planning and consulting services, based on the complexity and variety of services provided.
Location
1450 Frazee Rd Ste 308, San Diego, CA, 92108
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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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Cortland operates his LPL business under the DBA Financial Planning Counselors and owns rental real estate in Cave Creek, AZ since 2014. He also provides financial planning and consulting services through Financial Planning Consultants, an independent investment advisor firm, spending a few hours per week on this activity.
Employment History
Current Registrations
Financial Planning Consultants
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations17 states
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