Greg Gorski
Owl & Ore Wealth Planning · Pleasant Hill, California
Greg Gorski is a fee-only financial advisor at Owl & Ore Wealth Planning in Pleasant Hill, California, who holds the CFP credential. Greg charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,000 a year and 0.7% a year on the first tier of assets managed) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Owl & Ore Wealth Planning |
|---|---|
| Based in | Pleasant Hill, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,000 a year · 0.7% a year on the first tier of assets managed |
| Assets under management | $57.3M across 289 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5251327 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | owlandore.com |
| Profile |
How Greg's firm compares
- Ongoing planning starts at $7,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Owl & Ore Wealth Planning's average account is about $198,000, from its Form ADV (assets managed divided by 289 accounts).
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Questions about Greg
Is Greg Gorski a fee-only financial advisor?
Yes. Greg Gorski is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.
How does Greg charge for financial advice?
Greg charges a percentage of assets and an ongoing planning fee.
How much does Greg charge?
According to Owl & Ore Wealth Planning's website, checked October 28, 2026: ongoing planning from $7,000 a year; 0.7% a year on the first tier of assets managed.
Where is Greg Gorski based?
Greg Gorski is based in Pleasant Hill, California.
What does Greg specialize in?
Greg's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and family wealth transfer. Greg works with tech employees.
What credentials does Greg Gorski hold?
Greg Gorski holds the CFP credential.
Is Greg Gorski registered with the SEC?
Yes. Greg Gorski is registered as an investment adviser representative in CA and TX (CRD 5251327), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Owl & Ore Wealth Planning manage?
Owl & Ore Wealth Planning reports $57.3M across 289 accounts in assets under management.
How do I contact Greg Gorski?
Through Greg's website, owlandore.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
- XY Planning Network directory listing : XYPN members are fee-only
- Owl & Ore Wealth Planning 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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