# Gregory Bickhart

> Gregory Bickhart is a fee-only financial advisor at Awaken Wealth Partners in Houston, Texas. Gregory focuses on estate & legacy planning. Awaken Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Awaken Wealth Partners
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $237.3M across 802 accounts
- **Specialties:** Estate & legacy planning
- **Works with:** Executives, Founders
- **CRD:** 4855722 (https://adviserinfo.sec.gov/individual/summary/4855722)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2004), Series 66 (2008)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://awakenwealthpartners.com

## Frequently asked questions

### Is Gregory Bickhart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Awaken Wealth Partners 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, Awaken Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Gregory Bickhart based?

Gregory Bickhart is based in Houston, Texas.

### What does Gregory specialize in?

Gregory's specialties include estate & legacy planning. Gregory works with executives and founders.

### Is Gregory Bickhart registered with the SEC?

Yes. Gregory Bickhart is registered as an investment adviser representative in TX (CRD 4855722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Awaken Wealth Partners manage?

Awaken Wealth Partners reports $237.3M across 802 accounts in assets under management.

### How do I contact Gregory Bickhart?

Through Gregory's website, awakenwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4855722): 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://awakenwealthpartners.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.