Fee-only adviser · Huntington Beach, CA
Gregory Advisors Inc.
Gregory Advisors Inc. is a fee-only investment adviser registered with the securities regulator of California, with its main office in Huntington Beach, California. On its latest Form ADV, filed January 14, 2026, it reports $1.4M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 112537 · SEC file 801-67318 |
| Office | 7755 Center Avenue No. 1100 Huntington Beach, CA 92647 |
| Phone | (714) 372-2299 |
| Website | Not listed |
| Regulatory assets under management | $1.4M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Huntington Beach
- Weaver Consulting Group, LLC $1.0B
- Clay Northam Wealth Management $355M
- Stewardship Wealth Management Solutions $153M
- Capital Resources and Insurance, Inc $55M
- Your Private Client Group, Inc. $237M
- Southland Investments $25M
See all 8 fee-only advisers in Huntington Beach →
Nearby
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- Newport 1 firm
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