Matthew Grelck
Matthew Grelck is a CFP-designated registered investment advisor at Gray Colt Financial Planning LLC, based in St. Petersburg, FL, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5 clients with $700K 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.00% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Location
St. Petersburg, FL
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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
Matthew has an active insurance license since 2019, but does not offer or sell insurance products to advisory or non-advisory clients. He spends no time on this activity.
Employment History
Current Registrations
Gray Colt Financial Planning LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Empower Financial Services, INC.Broker
Cetera Investment Services LLCBroker
TD Ameritrade, INC.Broker
State Registrations2 states
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.