# Keith Gray

> Keith Gray is a fee-only financial advisor at Total Wealth Services in Westlake Village, California. Keith focuses on tax planning, small business owners and real estate investors. Total Wealth Services reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Total Wealth Services
- **Based in:** Westlake Village, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $186.1M across 347 accounts
- **Specialties:** Tax planning, Small business owners, Real estate investors, Retirement planning
- **CRD:** 6036964 (https://adviserinfo.sec.gov/individual/summary/6036964)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2012), Series 66 (2014)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://totalwealthservices.com/

## Frequently asked questions

### Is Keith Gray a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Total Wealth Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Keith charge for financial advice?

Keith's firm, Total Wealth Services, reports charging a percentage of assets on its SEC Form ADV.

### Where is Keith Gray based?

Keith Gray is based in Westlake Village, California.

### What does Keith specialize in?

Keith's specialties include tax planning, small business owners, real estate investors and retirement planning.

### Is Keith Gray registered with the SEC?

Yes. Keith Gray is registered as an investment adviser representative in CA (CRD 6036964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Total Wealth Services manage?

Total Wealth Services reports $186.1M across 347 accounts in assets under management.

### How do I contact Keith Gray?

Through Keith's website, totalwealthservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6036964): 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://totalwealthservices.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.