# Christy Gregory

> Christy Gregory is a fee-only financial advisor at Sycamore Asset Management in Zionsville, Indiana, who holds the CFP credential. Christy charges hourly fees and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/christy-gregory/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sycamore Asset Management
- **Based in:** Zionsville, Indiana
- **Fee model:** Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $30.3M across 68 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 5141582 (https://adviserinfo.sec.gov/individual/summary/5141582)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.sycamoreasset.net

## Frequently asked questions

### Is Christy Gregory a fee-only financial advisor?

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

### How does Christy charge for financial advice?

Christy charges hourly fees.

### Where is Christy Gregory based?

Christy Gregory is based in Zionsville, Indiana.

### What does Christy specialize in?

Christy's specialties include retirement planning and tax planning.

### What credentials does Christy Gregory hold?

Christy Gregory holds the CFP credential.

### Is Christy Gregory registered with the SEC?

Yes. Christy Gregory is registered as an investment adviser representative in IN (CRD 5141582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sycamore Asset Management manage?

Sycamore Asset Management reports $30.3M across 68 accounts in assets under management.

### How do I contact Christy Gregory?

Through Christy's website, www.sycamoreasset.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5141582): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sycamoreasset.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.