# Evan Grey

> Evan Grey is a fee-only financial advisor at Grey Private Capital in Charlotte, North Carolina, who holds the CFP credential. Evan charges a flat fee or retainer and a percentage of assets and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/evan-grey/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Grey Private Capital
- **Based in:** Charlotte, North Carolina
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Assets under management (firm):** Under $25M
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer
- **Works with:** High earners, Ultra high net worth, Pre-retirees, Retirees, Multi-generational families, Founders, Executives
- **CRD:** 7727020 (https://adviserinfo.sec.gov/individual/summary/7727020)
- **SEC registration:** Investment adviser representative in NC, NY
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** greyprivatecapital.com

## About

Private Wealth Management for clients with $5 - $10 million net worth.

## Frequently asked questions

### Is Evan Grey a fee-only financial advisor?

Yes. Evan Grey is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Evan's firm.

### How does Evan charge for financial advice?

Evan charges a flat fee or retainer and a percentage of assets.

### Where is Evan Grey based?

Evan Grey is based in Charlotte, North Carolina.

### What does Evan specialize in?

Evan's specialties include small business owners, retirement planning and family wealth transfer. Evan works with high earners, ultra high net worth, pre-retirees, retirees and multi-generational families.

### What credentials does Evan Grey hold?

Evan Grey holds the CFP credential.

### Is Evan Grey registered with the SEC?

Yes. Evan Grey is registered as an investment adviser representative in NC and NY (CRD 7727020), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Grey Private Capital manage?

Grey Private Capital reports Under $25M in assets under management.

### How do I contact Evan Grey?

Through Evan's website, greyprivatecapital.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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