# Lisa Grady-Strange

> Lisa Grady-Strange is a fee-only financial advisor at Rivertree Advisors in Winter Park, Florida. Rivertree Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/lisa-grady-strange/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Rivertree Advisors
- **Based in:** Winter Park, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $184.4M across 342 accounts
- **CRD:** 6727598 (https://adviserinfo.sec.gov/individual/summary/6727598)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.rivertree.co/

## Frequently asked questions

### Is Lisa Grady-Strange a fee-only financial advisor?

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

### How does Lisa charge for financial advice?

Lisa's firm, Rivertree Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Lisa Grady-Strange based?

Lisa Grady-Strange is based in Winter Park, Florida.

### Is Lisa Grady-Strange registered with the SEC?

Yes. Lisa Grady-Strange is registered as an investment adviser representative in FL (CRD 6727598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rivertree Advisors manage?

Rivertree Advisors reports $184.4M across 342 accounts in assets under management.

### How do I contact Lisa Grady-Strange?

Through Lisa's website, www.rivertree.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6727598): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.