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Gregory Bentley

Exodus Wealth, LLC
42 Years of Experience
San Ramon, CA
Broker
View SEC Summary
View SEC Summary

Gregory Bentley is a registered investment advisor at Exodus Wealth, LLC, based in San Ramon, CA, with 42 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.

Exodus Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
2,249 clients
Average Client Portfolio
$215K average
Assets Under Management
$483.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.35%
$1M+1.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583

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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 Activities

Gregory is the CEO of Fortune Financial Services, Inc. He anticipates splitting his time evenly between Fortune Financial Services and Prosperity Wealth Management, where he is a 25% owner.

Employment History
Current Registrations
Exodus Wealth, LLC
February 2020 - Present · 6 yrs 8 mos
Fortune Financial Services, INC.Broker
November 2011 - Present · 14 yrs 11 mos
Fortune Financial Services, INC.
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
Prosperity Wealth Management, INC.
February 2015 - December 2019 · 4 yrs 10 mos
Keystone Capital CorporationBroker
November 2012 - February 2015 · 2 yrs 3 mos
Dt Securities, LTD.Broker
February 2011 - October 2011 · 8 mos
Summit Brokerage Services, INC.Broker
June 2009 - February 2011 · 1 yr 8 mos
Questar Capital CorporationBroker
October 2007 - February 2009 · 1 yr 4 mos
Summit Brokerage Services, INC.Broker
June 2002 - September 2007 · 5 yrs 3 mos
Jwgenesis Financial Group, INCBroker
July 2000 - January 2001 · 6 mos
First Union Securities Financial Network, INC.Broker
April 1999 - July 2001 · 2 yrs 3 mos
Jwgenesis Securities, INC.Broker
April 1999 - January 2001 · 1 yr 9 mos
Cadaret, Grant & CO., INC.Broker
July 1991 - April 1999 · 7 yrs 9 mos
Invest Financial CorporationBroker
July 1990 - April 1991 · 9 mos
Financial Services Marketing, INC.Broker
August 1989 - May 1990 · 9 mos
Travelers Equities Sales, INC.Broker
August 1984 - March 1989 · 4 yrs 7 mos
Equico Securities, INC.Broker
October 1980 - September 1982 · 1 yr 11 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1980 - September 1982 · 2 yrs 6 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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