# Danielle Gregory

> Danielle Gregory is a fee-only financial advisor at Albion Financial Group in Salt Lake City, Utah, who holds the CFP, BA and CFA credentials. Albion Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/danielle-gregory/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Albion Financial Group
- **Based in:** Salt Lake City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.01B across 2,298 accounts
- **Credentials:** CFP, BA, CFA, MBA, AFC
- **Works with:** Mid-life transitions, Divorced individuals
- **CRD:** 6558217 (https://adviserinfo.sec.gov/individual/summary/6558217)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2015)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://albionfinancial.com

## Frequently asked questions

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

Yes. Danielle Gregory is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Danielle's firm.

### How does Danielle charge for financial advice?

Danielle's firm, Albion Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Danielle Gregory based?

Danielle Gregory is based in Salt Lake City, Utah.

### What credentials does Danielle Gregory hold?

Danielle Gregory holds the CFP, BA, CFA, MBA and AFC credentials.

### Is Danielle Gregory registered with the SEC?

Yes. Danielle Gregory is registered as an investment adviser representative in UT (CRD 6558217), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Albion Financial Group manage?

Albion Financial Group reports $2.01B across 2,298 accounts in assets under management.

### How do I contact Danielle Gregory?

Through Danielle's website, albionfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/839): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://albionfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

---

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