Greg Derderian
CapitalWize · Charlotte, North Carolina
Greg Derderian is a fee-only financial advisor at CapitalWize in Charlotte, North Carolina. CapitalWize reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | CapitalWize |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $272K across 101 accounts |
| SEC registration | Investment adviser representative in GA, NC · CRD 5414658 |
| Exams passed | Series 63 (2007) · Series 65 (2024) · Series 66 (2010) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.capitalwize.co |
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Questions about Greg
Is Greg Derderian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Greg holds no broker registration, and CapitalWize reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Greg charge for financial advice?
Greg's firm, CapitalWize, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Greg Derderian based?
Greg Derderian is based in Charlotte, North Carolina.
Is Greg Derderian registered with the SEC?
Yes. Greg Derderian is registered as an investment adviser representative in GA and NC (CRD 5414658), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CapitalWize manage?
CapitalWize reports $272K across 101 accounts in assets under management.
How do I contact Greg Derderian?
Through Greg's website, www.capitalwize.co.
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
- CapitalWize website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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