Gregory Advisors Inc. fees and pricing

Financial planner in Huntington Beach, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Gregory Advisors Inc. charges $100⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$250/hr; “Gregory’s planning and consulting fees are negotiable but generally range from $3,500 to $10,000 on a fixed fee basis, and from $100 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). 50% of financial planning fees are due…”

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

“Our fees may be negotiable based on a number of factors, which include but are not limited to anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, and account composition.”
“In the limited event that Gregory bills the client directly, payment is due upon receipt of Gregory’s invoice.”
“Gregory fees are billed quarterly in arrears, based upon the market value of the assets on the last business day of the previous quarter for SEI client engagements.”

Its hourly rate of $100-$250 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
None of the 6 other planners in Huntington Beach that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $1,406,610
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 112537
Phone: (714) 372-2299

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