# Gerald Graves

> Gerald Graves is a fee-only financial advisor at Filigree Wealth Advisors in Laguna Niguel, California. Filigree Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Filigree Wealth Advisors
- **Based in:** Laguna Niguel, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $209.1M across 212 accounts
- **CRD:** 1327639 (https://adviserinfo.sec.gov/individual/summary/1327639)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1985), Series 66 (2006)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.filigreeadvisors.com/

## Frequently asked questions

### Is Gerald Graves a fee-only financial advisor?

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

### How does Gerald charge for financial advice?

Gerald's firm, Filigree Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gerald Graves based?

Gerald Graves is based in Laguna Niguel, California.

### Is Gerald Graves registered with the SEC?

Yes. Gerald Graves is registered as an investment adviser representative in CA and TX (CRD 1327639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Filigree Wealth Advisors manage?

Filigree Wealth Advisors reports $209.1M across 212 accounts in assets under management.

### How do I contact Gerald Graves?

Through Gerald's website, www.filigreeadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1327639): 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.