Gregory Bentley is a registered investment advisor at Prosperity Wealth Management, INC., based in San Ramon, CA, with 42 years of industry experience. Gregory 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 2 more. Their firm serves 1,619 clients with $440M 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 $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsHistory
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
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
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Fortune Financial Services, INC.
Previous Registrations
Prosperity Wealth Management, INC.
Keystone Capital CorporationBroker
Dt Securities, LTD.Broker
Summit Brokerage Services, INC.Broker
Questar Capital CorporationBroker
Summit Brokerage Services, INC.Broker
Jwgenesis Financial Group, INCBroker
First Union Securities Financial Network, INC.Broker
Jwgenesis Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Invest Financial CorporationBroker
Financial Services Marketing, INC.Broker
Travelers Equities Sales, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations34 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.