Amy Alpert
Gray Private Wealth · Canton, Massachusetts
Amy Alpert is a fee-only financial advisor at Gray Private Wealth in Canton, Massachusetts, who holds the CFP credential. Amy focuses on founders (pre-exit), estate & legacy planning and tax planning. Gray Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Gray Private Wealth |
|---|---|
| Based in | Canton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $540.7M across 296 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 6426833 |
| Exams passed | Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.grayprivatewealth.com |
| Profile |
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Questions about Amy
Is Amy Alpert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Gray Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Gray Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Alpert based?
Amy Alpert is based in Canton, Massachusetts.
What does Amy specialize in?
Amy's specialties include founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. Amy works with founders and multi-generational families.
What credentials does Amy Alpert hold?
Amy Alpert holds the CFP credential.
Is Amy Alpert registered with the SEC?
Yes. Amy Alpert is registered as an investment adviser representative in MA and TX (CRD 6426833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gray Private Wealth manage?
Gray Private Wealth reports $540.7M across 296 accounts in assets under management.
How do I contact Amy Alpert?
Through Amy's website, www.grayprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gray Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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