Gregory Syrios
Syrios Wealth Management Group · La Jolla, California
Gregory Syrios is a fee-only financial advisor at Syrios Wealth Management Group in La Jolla, California, who holds the CFP credential. Gregory focuses on retirement planning, estate & legacy planning and tax planning. Syrios Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Syrios Wealth Management Group |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $424.6M across 582 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2381563 |
| Exams passed | Series 63 (1993) · Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.syrioswmg.com |
| Profile |
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Questions about Gregory
Is Gregory Syrios a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Syrios Wealth Management 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, Syrios Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregory Syrios based?
Gregory Syrios is based in La Jolla, California.
What does Gregory specialize in?
Gregory's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer, small business owners and pension planning. Gregory works with retirees.
What credentials does Gregory Syrios hold?
Gregory Syrios holds the CFP credential.
Is Gregory Syrios registered with the SEC?
Yes. Gregory Syrios is registered as an investment adviser representative in CA and TX (CRD 2381563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Syrios Wealth Management Group manage?
Syrios Wealth Management Group reports $424.6M across 582 accounts in assets under management.
How do I contact Gregory Syrios?
Through Gregory's website, www.syrioswmg.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
- Syrios Wealth Management 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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