Kevin Greig
Greig, Kevin P · Eugene, Oregon
Kevin Greig is a fee-only financial advisor at Greig, Kevin P in Eugene, Oregon. Greig, Kevin P reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Greig, Kevin P |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| SEC registration | Investment adviser representative in OR · CRD 3155636 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kgreigcpa.com |
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Questions about Kevin
Is Kevin Greig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Greig, Kevin P reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Greig, Kevin P, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Greig based?
Kevin Greig is based in Eugene, Oregon.
Is Kevin Greig registered with the SEC?
Yes. Kevin Greig is registered as an investment adviser representative in OR (CRD 3155636), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Kevin Greig?
Through Kevin's website, kgreigcpa.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
- 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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