Gregory Bitz
WBH Advisory · Surfside, Florida
Gregory Bitz is a fee-only financial advisor at WBH Advisory in Surfside, Florida, who holds the CFP and ChFC credentials. WBH Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WBH Advisory |
|---|---|
| Based in | Surfside, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.74B across 2,335 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, MD · CRD 2807121 |
| Exams passed | Series 65 (1996) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wbhadvisory.com |
How Gregory's firm compares
- WBH Advisory's average account is about $744,000, from its Form ADV (assets managed divided by 2,335 accounts).
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Questions about Gregory
Is Gregory Bitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and WBH Advisory 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, WBH Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Bitz based?
Gregory Bitz is based in Surfside, Florida.
What credentials does Gregory Bitz hold?
Gregory Bitz holds the CFP and ChFC credentials.
Is Gregory Bitz registered with the SEC?
Yes. Gregory Bitz is registered as an investment adviser representative in FL and MD (CRD 2807121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WBH Advisory manage?
WBH Advisory reports $1.74B across 2,335 accounts in assets under management.
How do I contact Gregory Bitz?
Through Gregory's website, www.wbhadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
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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