Grey Fox Wealth Advisors

Grey Fox Wealth Advisors at a glance

• One of 32 fee-only firms based in Delaware in the Wellspent graph.
• 11 advisors are listed here; 1 of 11 hold the CFA.
• Its Form ADV reports 11 employees and 311 individual clients, 118 of them high net worth.
• Its average account is about $534,000 (assets it manages divided by its 1,309 accounts).

Fee-only advisors in Delaware

Facts

Grey Fox Wealth Advisors fees

Grey Fox Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (11)

• Aidan Neuberger

• Bryce Cleveland

• Daniel McGlinn

• Ellen Powers

• Elliot Lauzen

• Hannah Marin

• Hans Lauzen

• Kevin Dombrowski

• Ryan Bonner

• Theodore Lauzen

• Theodore Poppe

  CFA