Marilee Lonergan
Greystone Capital Partners Group · Kansas City, Missouri
Marilee Lonergan is a fee-only financial advisor at Greystone Capital Partners Group in Kansas City, Missouri, who holds the CFP credential. Greystone Capital Partners Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Greystone Capital Partners Group |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $101.3M across 181 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 5327752 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.greystonecpg.com |
How Marilee's firm compares
- Greystone Capital Partners Group's average account is about $560,000, from its Form ADV (assets managed divided by 181 accounts).
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Questions about Marilee
Is Marilee Lonergan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marilee holds no broker registration, and Greystone Capital Partners Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marilee charge for financial advice?
Marilee's firm, Greystone Capital Partners Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marilee Lonergan based?
Marilee Lonergan is based in Kansas City, Missouri.
What credentials does Marilee Lonergan hold?
Marilee Lonergan holds the CFP credential.
Is Marilee Lonergan registered with the SEC?
Yes. Marilee Lonergan is registered as an investment adviser representative in OK and TX (CRD 5327752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greystone Capital Partners Group manage?
Greystone Capital Partners Group reports $101.3M across 181 accounts in assets under management.
How do I contact Marilee Lonergan?
Through Marilee's website, www.greystonecpg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
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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