Gregory Ashcraft
R & R Financial · Temecula, California
Gregory Ashcraft is a fee-only financial advisor at R & R Financial in Temecula, California. R & R Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | R & R Financial |
|---|---|
| Based in | Temecula, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $21.5M across 187 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7981081 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rr-financial.com |
How Gregory's firm compares
- R & R Financial's average account is about $115,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Gregory
Is Gregory Ashcraft a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and R & R Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, R & R Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregory Ashcraft based?
Gregory Ashcraft is based in Temecula, California.
Is Gregory Ashcraft registered with the SEC?
Yes. Gregory Ashcraft is registered as an investment adviser representative in CA (CRD 7981081), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R & R Financial manage?
R & R Financial reports $21.5M across 187 accounts in assets under management.
How do I contact Gregory Ashcraft?
Through Gregory's website, rr-financial.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.
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