Anita Gray
Promenade Wealth · North Bend, Washington
Anita Gray is a fee-only financial advisor at Promenade Wealth in North Bend, Washington, who holds the CFP credential. Anita charges a percentage of assets, hourly fees and an ongoing planning fee ($350 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Promenade Wealth |
|---|---|
| Based in | North Bend, Washington |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee |
| Fees (firm's website) | $350 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $79.6M across 180 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 5073393 |
| Exams passed | Series 63 (2011) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.promenadewealth.com |
| Profile |
How Anita's firm compares
- The hourly rate is $350, above the Washington median of $300 for fee-only firms that publish prices.
- Promenade Wealth's average account is about $442,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Anita
Is Anita Gray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anita holds no broker registration, and Promenade Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anita charge for financial advice?
Anita charges a percentage of assets, hourly fees and an ongoing planning fee.
How much does Anita charge?
According to Promenade Wealth's website, checked October 30, 2026: $350 an hour; 1% a year on the first tier of assets managed.
Where is Anita Gray based?
Anita Gray is based in North Bend, Washington.
What does Anita specialize in?
Anita's specialties include retirement planning, tax planning, estate & legacy planning and sustainable & impact investing.
What credentials does Anita Gray hold?
Anita Gray holds the CFP credential.
Is Anita Gray registered with the SEC?
Yes. Anita Gray is registered as an investment adviser representative in TX and WA (CRD 5073393), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Promenade Wealth manage?
Promenade Wealth reports $79.6M across 180 accounts in assets under management.
How do I contact Anita Gray?
Through Anita's website, www.promenadewealth.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
- Promenade 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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