Danielle Gregory
Albion Financial Group · Salt Lake City, Utah
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.
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Who they serve
- Mid-life transitions
- Divorced individuals
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 | $2.01B across 2,298 accounts |
| Credentials | CFP · BA · CFA · MBA · AFC |
| SEC registration | Investment adviser representative in UT · CRD 6558217 |
| Exams passed | Series 65 (2015) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | albionfinancial.com |
| Profile |
How Danielle's firm compares
- Albion Financial Group's average account is about $876,000, from its Form ADV (assets managed divided by 2,298 accounts).
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Questions about Danielle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Albion Financial Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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