Jamie Gonzales is a registered investment advisor at Gr Financial Group, LLC, based in Tucson, AZ, with 3 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,563 clients with $980M 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 | Included |
Fee Estimator
Location
4556 E Camp Lowell Drive, Tucson, AZ, 85712
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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
Jamie manages an Airbnb property and owns Your Magical Adventures, LLC, a travel agency. These activities are not investment-related and take minimal time and about 10-20% of Jamie's time, respectively.
Employment History
Current Registrations
Gr Financial Group, LLC
Previous Registrations
Gr Financial Group, LLC
State Registrations1 state
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