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Advisor

Andrew Gray

Lottsa · Minneapolis, Minnesota

Andrew Gray is a fee-only financial advisor at Lottsa in Minneapolis, Minnesota. Lottsa reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmLottsa
Based in Minneapolis, Minnesota
Fee model (firm's Form ADV)Percentage of assets · Hourly
Accepting new clientsYes
Assets under management$95.2M across 519 accounts
SEC registration Investment adviser representative in MN, TX · CRD 7566804
Exams passedSeries 65 (2025)
Firm size4 employees
Disclosures None reported
Websitewww.lottsa.com

How Andrew's firm compares

  • Lottsa's average account is about $183,000, from its Form ADV (assets managed divided by 519 accounts).

What fee-only advisors charge in Minnesota

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Questions about Andrew

Is Andrew Gray a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Lottsa reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Andrew charge for financial advice?

Andrew's firm, Lottsa, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Andrew Gray based?

Andrew Gray is based in Minneapolis, Minnesota.

Is Andrew Gray registered with the SEC?

Yes. Andrew Gray is registered as an investment adviser representative in MN and TX (CRD 7566804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Lottsa manage?

Lottsa reports $95.2M across 519 accounts in assets under management.

How do I contact Andrew Gray?

Through Andrew's website, www.lottsa.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Minneapolis

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
  • Lottsa 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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