Gregory Estes
Councilor · Bethesda, Maryland
Gregory Estes is a fee-only financial advisor at Councilor in Bethesda, Maryland, who holds the CFA credential. Gregory focuses on tax planning, estate & legacy planning and divorce financial planning. Councilor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Councilor |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.9M across 395 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 4359754 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cbmcpa.com |
| Profile |
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Questions about Gregory
Is Gregory Estes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Councilor 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, Councilor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Estes based?
Gregory Estes is based in Bethesda, Maryland.
What does Gregory specialize in?
Gregory's specialties include tax planning, estate & legacy planning, divorce financial planning and small business owners. Gregory works with founders.
What credentials does Gregory Estes hold?
Gregory Estes holds the CFA credential.
Is Gregory Estes registered with the SEC?
Yes. Gregory Estes is registered as an investment adviser representative in DC, MD and VA (CRD 4359754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Councilor manage?
Councilor reports $316.9M across 395 accounts in assets under management.
How do I contact Gregory Estes?
Through Gregory's website, www.cbmcpa.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
- Councilor 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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