Aaron Agte
Graystone Advisor, LLC · Foster City, California
Aaron Agte is a fee-only financial advisor at Graystone Advisor, LLC in Foster City, California, who holds the CFP credential. Graystone Advisor, LLC reports charging fixed fees on its Form ADV.
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Facts
| Firm | Graystone Advisor, LLC |
|---|---|
| Based in | Foster City, California |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $28.5M across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5041214 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Aaron's firm compares
- Graystone Advisor, LLC's average account is about $320,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Aaron
Is Aaron Agte a fee-only financial advisor?
Yes. Aaron Agte is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Aaron's firm.
How does Aaron charge for financial advice?
Aaron's firm, Graystone Advisor, LLC, reports charging fixed fees on its SEC Form ADV.
Where is Aaron Agte based?
Aaron Agte is based in Foster City, California.
What credentials does Aaron Agte hold?
Aaron Agte holds the CFP credential.
Is Aaron Agte registered with the SEC?
Yes. Aaron Agte is registered as an investment adviser representative in CA (CRD 5041214), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Graystone Advisor, LLC manage?
Graystone Advisor, LLC reports $28.5M across 89 accounts in assets under management.
How do I contact Aaron Agte?
Contact details aren't on file yet. Search for Graystone Advisor, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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