Gregory Avera
Experience Your Wealth · Reno, Nevada
Gregory Avera is a fee-only financial advisor at Experience Your Wealth in Reno, Nevada, who holds the CFP credential. Experience Your Wealth reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Experience Your Wealth |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $105.3M across 415 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, NH, NV, NY, RI, TX · CRD 7620534 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.experienceyourwealth.com |
How Gregory's firm compares
- Experience Your Wealth's average account is about $254,000, from its Form ADV (assets managed divided by 415 accounts).
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Questions about Gregory
Is Gregory Avera a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Experience Your Wealth 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, Experience Your Wealth, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Avera based?
Gregory Avera is based in Reno, Nevada.
What credentials does Gregory Avera hold?
Gregory Avera holds the CFP credential.
Is Gregory Avera registered with the SEC?
Yes. Gregory Avera is registered as an investment adviser representative in CA, MA, NH, NV, NY, RI and TX (CRD 7620534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Experience Your Wealth manage?
Experience Your Wealth reports $105.3M across 415 accounts in assets under management.
How do I contact Gregory Avera?
Through Gregory's website, www.experienceyourwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
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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