Gregory Legorreta
Loam Advisory · Los Angeles, California
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.
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Specialties
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 |
| SEC registration | Investment adviser representative in CA · CRD 8066858 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.loamadvisory.com |
| Profile |
How Gregory's firm compares
- A one-time plan starts at $1,000, below the California median of $2,500 for fee-only firms that publish prices.
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Questions about Gregory
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.
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
- Loam Advisory 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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