Gretchen Straczewski
Tred Avon Family Wealth · Easton, Maryland
Gretchen Straczewski is a fee-only financial advisor at Tred Avon Family Wealth in Easton, Maryland. Gretchen focuses on retirement planning, estate & legacy planning and family wealth transfer. Tred Avon Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Tred Avon Family Wealth |
|---|---|
| Based in | Easton, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $431.9M across 347 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7459401 |
| Exams passed | Series 66 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tredavonfamilywealth.com |
| Profile |
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Questions about Gretchen
Is Gretchen Straczewski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gretchen holds no broker registration, and Tred Avon Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gretchen charge for financial advice?
Gretchen's firm, Tred Avon Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gretchen Straczewski based?
Gretchen Straczewski is based in Easton, Maryland.
What does Gretchen specialize in?
Gretchen's specialties include retirement planning, estate & legacy planning and family wealth transfer. Gretchen works with multi-generational families.
Is Gretchen Straczewski registered with the SEC?
Yes. Gretchen Straczewski is registered as an investment adviser representative in MD (CRD 7459401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tred Avon Family Wealth manage?
Tred Avon Family Wealth reports $431.9M across 347 accounts in assets under management.
How do I contact Gretchen Straczewski?
Through Gretchen's website, www.tredavonfamilywealth.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
- Tred Avon Family 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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