Gregory Farland
Alliance Private Wealth · Alton Bay, New Hampshire
Gregory Farland is a fee-only financial advisor at Alliance Private Wealth in Alton Bay, New Hampshire, who holds the CFP credential. Gregory focuses on founders (pre-exit), small business owners and retirement with concentrated positions. Alliance Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Alliance Private Wealth |
|---|---|
| Based in | Alton Bay, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $466.2M across 587 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH · CRD 3009034 |
| Exams passed | Series 63 (1998) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | allianceprivatewealth.com |
| Profile |
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Questions about Gregory
Is Gregory Farland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Alliance Private Wealth 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, Alliance Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Farland based?
Gregory Farland is based in Alton Bay, New Hampshire.
What does Gregory specialize in?
Gregory's specialties include founders (pre-exit), small business owners, retirement with concentrated positions, equity compensation and estate & legacy planning. Gregory works with executives and founders.
What credentials does Gregory Farland hold?
Gregory Farland holds the CFP credential.
Is Gregory Farland registered with the SEC?
Yes. Gregory Farland is registered as an investment adviser representative in MA and NH (CRD 3009034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alliance Private Wealth manage?
Alliance Private Wealth reports $466.2M across 587 accounts in assets under management.
How do I contact Gregory Farland?
Through Gregory's website, allianceprivatewealth.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
- Alliance Private Wealth 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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