Firm
Gray Wealth Strategies
Bend, Oregon
Fee-only
Gray Wealth Strategies at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 22 of them high net worth.
- Its average account is about $599,000 (assets it manages divided by its 152 accounts).
- Its ongoing planning fee starts at $20,000 a year, above the Oregon median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | graywealthstrategies.com |
| [email protected] | |
| Phone | (210) 882-2940 |
Gray Wealth Strategies fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $20,000 a year |
|---|---|
| One-time plan | From $8,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$20,000 $5,000 Billed Quarterly" source
"$8,000 50% Due Upfront" source
"$8,000 50% Due Upfront" source
"GWS provides comprehensive wealth management services for a flat fee ." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $91 million |
| Individual clients | 5 |
| High-net-worth clients | 22 |
| Accounts managed | 152 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 319415 |