# Colleen Venter

> Colleen Venter is a fee-only financial advisor at Grey Ledge Advisors in Guilford, Connecticut. Grey Ledge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/colleen-venter/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Grey Ledge Advisors
- **Based in:** Guilford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $616.0M across 1,575 accounts
- **CRD:** 4964085 (https://adviserinfo.sec.gov/individual/summary/4964085)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (2005)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.greyledge.com

## Frequently asked questions

### Is Colleen Venter a fee-only financial advisor?

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

### How does Colleen charge for financial advice?

Colleen's firm, Grey Ledge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Colleen Venter based?

Colleen Venter is based in Guilford, Connecticut.

### Is Colleen Venter registered with the SEC?

Yes. Colleen Venter is registered as an investment adviser representative in CT (CRD 4964085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Grey Ledge Advisors manage?

Grey Ledge Advisors reports $616.0M across 1,575 accounts in assets under management.

### How do I contact Colleen Venter?

Through Colleen's website, www.greyledge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4964085): 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

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