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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. 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
Red Oak Financial charges a single, combined fee for investment management and financial planning, based on the value of your portfolio. This fee can be up to 1.50% annually, paid quarterly in advance. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees are negotiable. If Red Oak Financial recommends an independent manager, the total fee will not exceed 2.00% annually.
Location
403 Allegheny Avenue, Towson, MD, 21204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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