# Greg Pyne

> Greg Pyne is a fee-only financial advisor at Red Oak Financial Group in Towson, Maryland. Greg focuses on retirement planning, estate & legacy planning and tax planning. Red Oak Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/greg-pyne/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Red Oak Financial Group
- **Based in:** Towson, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.04B across 1,885 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 8011925 (https://adviserinfo.sec.gov/individual/summary/8011925)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2025)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** http://www.comptonfinancial.com/

## Frequently asked questions

### Is Greg Pyne a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Greg holds no broker registration, and Red Oak Financial Group 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, Red Oak Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Greg Pyne based?

Greg Pyne is based in Towson, Maryland.

### What does Greg specialize in?

Greg's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Greg works with retirees, pre-retirees and multi-generational families.

### Is Greg Pyne registered with the SEC?

Yes. Greg Pyne is registered as an investment adviser representative in MD (CRD 8011925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Red Oak Financial Group manage?

Red Oak Financial Group reports $1.04B across 1,885 accounts in assets under management.

### How do I contact Greg Pyne?

Through Greg's website, www.comptonfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8011925): 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
- The firm's website (https://www.redoak1978.com/): specialties, clients served, and fees, checked October 30, 2026

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