Bryan Gray is a CFP-designated registered investment advisor at Oak Crest Advisory, LLC, based in Rochester, NY, with 4 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 178 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
160 Linden Oaks, Rochester, NY, 14625
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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.
Learn about disclosures →Other Business Activities
Bryan owns Bryan M. Gray, CPA, PC., providing tax and accounting services to individuals and businesses since 2015. He spends the majority of his time on this business activity.
Employment History
Current Registrations
Oak Crest Advisory, LLC
State Registrations2 states
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