Gregory Clifford
The Clifford Group · Wayland, Massachusetts
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.
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Specialties
Who they serve
- Executives
- Founders
- High earners
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | The Clifford Group |
|---|---|
| Based in | Wayland, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $248.3M across 921 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 5779731 |
| Exams passed | Series 66 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.thecliffordgrp.com |
| Profile |
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Questions about Gregory
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.
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
- The Clifford Group 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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