Greg Pyne is a registered investment advisor at Red Oak Financial Group, based in Towson, MD, with 1 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,202 clients with $1B 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 | 1.50% |
Wealth management fee covers both investment management and financial planning, ranging up to 1.50% annually based on asset size, complexity, and relationship scope. Fees are negotiable.
Fee Estimator
Location
403 Allegheny Avenue, Towson, MD, 21204
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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
Gregory is the owner of Hunt Valley Solutions, LLC, which provides IT development and support for small businesses. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Red Oak Financial Group
State Registrations1 state
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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