William Gregory
Beck Capital Management · Austin, Texas
William Gregory is a fee-only financial advisor at Beck Capital Management in Austin, Texas. William focuses on estate & legacy planning and retirement planning. Beck Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Beck Capital Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $562.4M across 1,110 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2873020 |
| Exams passed | Series 63 (1997) · Series 65 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | beckcapitalmanagement.com |
How William's firm compares
- Beck Capital Management's average account is about $507,000, from its Form ADV (assets managed divided by 1,110 accounts).
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Questions about William
Is William Gregory a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Beck Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Beck Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is William Gregory based?
William Gregory is based in Austin, Texas.
What does William specialize in?
William's specialties include estate & legacy planning and retirement planning.
Is William Gregory registered with the SEC?
Yes. William Gregory is registered as an investment adviser representative in TX (CRD 2873020), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beck Capital Management manage?
Beck Capital Management reports $562.4M across 1,110 accounts in assets under management.
How do I contact William Gregory?
Through William's website, beckcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on estate & legacy planning
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
- Beck Capital Management 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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