Gray Wealth Strategies LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400 per hour.”

Flat or project fee

$500⁠-⁠$15,000

“Fees for Project-Based Financial Planning for engagements range between $500 - $15,000.”

Annual fee

$6,000⁠-⁠$30,000/yr

“The annual fee will range between $6,000 - $30,000, will be based on complexity and needs of the Client, and may be negotiable.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gray Wealth Strategies LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees will be billed in advance in equal monthly or quarterly installments as outlined in the Client Contract.”
• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Gray Wealth Strategies LLC’s fees compare

• Its hourly rate of $400 is above the Oregon median of $250. 86% of the 123 other Oregon planners that publish an hourly rate charge less.
• 12 of the 16 other planners in Bend that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the Oregon median of $4,000. 79% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 9 of the 11 other planners in Bend that publish a flat or project fee charge less.
• Its annual fee of $6,000-$30,000 spans the Oregon median of $7,750. 79% of the 33 other Oregon planners that publish an annual fee charge less.
• 6 of the 6 other planners in Bend that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Gray Wealth Strategies LLC

• Principal: Andrew Gray
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$91,038,123

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319415

Website

graywealthstrategies.com (opens in new tab)

Phone

(210) 882-2940

Can advise clients in 2 states: California, Oregon

Other planners in Bend that publish fees

• 2260 WestBend$450/hr, $3,000
• Alongside Financial PartnersBend$15,000/yr
• Alpine Road FinancialBend$500/hr
• Aspire Wealth Advisors, LLCBend$250/hr
• Axia Wealth Management IncBend$350/hr, $5,000
• Axiom Wealth Strategies, LLCBend$150/hr, $5,000

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