Ruth Gretz
MJP Wealth Advisors · Westport, Connecticut
Ruth Gretz is a fee-only financial advisor at MJP Wealth Advisors in Westport, Connecticut, who holds the CFP credential. Ruth focuses on estate & legacy planning and small business owners. MJP Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | MJP Wealth Advisors |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.56B across 3,057 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 4895872 |
| Exams passed | Series 63 (2018) · Series 66 (2005) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.mjpwealthadvisors.com |
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Questions about Ruth
Is Ruth Gretz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ruth holds no broker registration, and MJP Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ruth charge for financial advice?
Ruth's firm, MJP Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ruth Gretz based?
Ruth Gretz is based in Westport, Connecticut.
What does Ruth specialize in?
Ruth's specialties include estate & legacy planning and small business owners. Ruth works with executives.
What credentials does Ruth Gretz hold?
Ruth Gretz holds the CFP credential.
Is Ruth Gretz registered with the SEC?
Yes. Ruth Gretz is registered as an investment adviser representative in CT (CRD 4895872), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MJP Wealth Advisors manage?
MJP Wealth Advisors reports $1.56B across 3,057 accounts in assets under management.
How do I contact Ruth Gretz?
Through Ruth's website, www.mjpwealthadvisors.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
- MJP Wealth Advisors 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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