# Gregory Clifford

> Gregory Clifford is a fee-only financial advisor at The Clifford Group in Wayland, Massachusetts. Gregory focuses on tax planning, estate & legacy planning and family wealth transfer. The Clifford Group reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** The Clifford Group
- **Based in:** Wayland, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $248.3M across 921 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer, Retirement planning
- **Works with:** Executives, Founders, High earners, Retirees, Pre-retirees, Multi-generational families
- **CRD:** 5779731 (https://adviserinfo.sec.gov/individual/summary/5779731)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.thecliffordgrp.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and The Clifford Group 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, The Clifford Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Gregory Clifford based?

Gregory Clifford is based in Wayland, Massachusetts.

### What does Gregory specialize in?

Gregory's specialties include tax planning, estate & legacy planning, family wealth transfer and retirement planning. Gregory works with executives, founders, high earners, retirees and pre-retirees.

### Is Gregory Clifford registered with the SEC?

Yes. Gregory Clifford is registered as an investment adviser representative in MA and TX (CRD 5779731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Clifford Group manage?

The Clifford Group reports $248.3M across 921 accounts in assets under management.

### How do I contact Gregory Clifford?

Through Gregory's website, www.thecliffordgrp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5779731): 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://www.thecliffordgrp.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.