Gregory Bradstreet
Farnam Financial · Peoria, Arizona
Gregory Bradstreet is a fee-only financial advisor at Farnam Financial in Peoria, Arizona, who holds the CFP and CFA credentials. Gregory charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $2,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Farnam Financial |
|---|---|
| Based in | Peoria, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $2,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $161.4M across 240 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5357252 |
| Exams passed | Series 63 (2009) · Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.farnamfinancial.com |
| Profile |
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Questions about Gregory
Is Gregory Bradstreet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Farnam 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 charges a percentage of assets.
How much does Gregory charge?
According to Farnam Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more.
Does Gregory work with clients virtually?
Yes. Farnam Financial says on its website that it works with clients remotely.
Where is Gregory Bradstreet based?
Gregory Bradstreet is based in Peoria, Arizona.
What does Gregory specialize in?
Gregory's specialties include retirement planning, tax planning and estate & legacy planning. Gregory works with retirees and pre-retirees.
What credentials does Gregory Bradstreet hold?
Gregory Bradstreet holds the CFP and CFA credentials.
Is Gregory Bradstreet registered with the SEC?
Yes. Gregory Bradstreet is registered as an investment adviser representative in AZ and TX (CRD 5357252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Farnam Financial manage?
Farnam Financial reports $161.4M across 240 accounts in assets under management.
How do I contact Gregory Bradstreet?
Through Gregory's website, www.farnamfinancial.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
- Farnam Financial 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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