Grey Ledge Advisors

Grey Ledge Advisors at a glance

• One of 144 fee-only firms based in Connecticut in the Wellspent graph.
• 8 advisors are listed here; 2 of 8 hold the CFP.
• Its Form ADV reports 12 employees and 799 individual clients, 142 of them high net worth.
• Its average account is about $391,000 (assets it manages divided by its 1,575 accounts).

Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut

Facts

Grey Ledge Advisors fees

Grey Ledge 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 (8)

• Anthony Morgillo

  CFP

• Brant Walker

• Charles Reagle

• Colleen Venter

• Jason Kish

  CFA

• John Burzenski

  PFS

• Michael Schulitz

  CFP

• Scott Albraccio