# Gregory Legorreta

> Gregory Legorreta is a fee-only financial advisor at Loam Advisory in Los Angeles, California. Gregory charges a one-time planning fee and a flat fee or retainer (one-time plans from $1,000) and focuses on flat-fee planning, retirement planning and tax planning.

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

## Facts

- **Firm:** Loam Advisory
- **Based in:** Los Angeles, California
- **Fee model:** One-time planning fee; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $1,000
- **Accepting new clients:** Yes (firm's website)
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning
- **CRD:** 8066858 (https://adviserinfo.sec.gov/individual/summary/8066858)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.loamadvisory.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Loam Advisory 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 one-time planning fee and a flat fee or retainer.

### How much does Gregory charge?

According to Loam Advisory's website, checked October 30, 2026: one-time plans from $1,000.

### Where is Gregory Legorreta based?

Gregory Legorreta is based in Los Angeles, California.

### What does Gregory specialize in?

Gregory's specialties include flat-fee planning, retirement planning and tax planning.

### Is Gregory Legorreta registered with the SEC?

Yes. Gregory Legorreta is registered as an investment adviser representative in CA (CRD 8066858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Gregory Legorreta?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8066858): 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.loamadvisory.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.