Gerald Graves
Filigree Wealth Advisors · Laguna Niguel, California
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.
Request an introduction to Gerald →
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 | $209.1M across 212 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1327639 |
| Exams passed | Series 63 (1985) · Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.filigreeadvisors.com |
| Profile |
How Gerald's firm compares
- Filigree Wealth Advisors's average account is about $986,000, from its Form ADV (assets managed divided by 212 accounts).
Request an introduction to Gerald
Tell Gerald a little about what you're looking for. Gerald isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gerald
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.