Greg Pyne
Red Oak Financial Group · Towson, Maryland
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
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 | $1.04B across 1,885 accounts |
| SEC registration | Investment adviser representative in MD · CRD 8011925 |
| Exams passed | Series 65 (2025) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.comptonfinancial.com |
| Profile |
How Greg's firm compares
- Red Oak Financial Group's average account is about $552,000, from its Form ADV (assets managed divided by 1,885 accounts).
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Questions about Greg
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.
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
- Red Oak Financial Group 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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