GG
CFP
GG
CFP

Gregory Gower

9 Years of Experience
Redlands, CA
BrokerSells Insurance

Gregory Gower is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Redlands, CA, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

1030 Nevada St Ste 203, Redlands, CA, 92374

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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 ActivitiesSells Insurance

Gregory is an independent insurance agent selling fixed insurance products since 2021, dedicating a few hours per week. He also owns a rental property since 2016, spending minimal time on it.

Employment History
Current Registrations
Voya Financial Advisors, INC.
May 2018 - Present · 8 yrs
Voya Financial Advisors, INC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
Gwfs Equities, INC.Broker
June 2017 - March 2018 · 9 mos
Advised Assets Group, LLC
May 2016 - March 2018 · 1 yr 10 mos
State Registrations17 states
ALAZCACOGAIDMIMNMOMTNVNYOHTXUTVAWA
AdvisorBrokerBoth

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.
Gregory Gower - Financial Advisor | TrueAdvisor