Gregory Avera is a CFP-designated registered investment advisor at Experience Your Wealth, LLC, based in Reno, NV, with 4 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 70 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Experience Your Wealth does not charge a direct fee for investment management. Instead, investment management and oversight of third-party money managers is included as part of their ongoing comprehensive financial planning relationship. Clients pay the third-party money manager's fee directly.
Location
675 W. Moana Lane, #213, Reno, NV, 89509
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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.
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Current Registrations
Experience Your Wealth, LLC
Previous Registrations
Open Window Financial Solutions, LTD.
State Registrations7 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.
Exams
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