Fee-only adviser · Springfield, MO
Greystone Investment Advisors, Inc.
Greystone Investment Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Missouri, with its main office in Springfield, Missouri. On its latest Form ADV, filed February 16, 2026, it reports $24M in regulatory assets under management, 60 individual clients 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: Missouri |
|---|---|
| Firm CRD number | 112727 |
| Office | 3816-A S. Greystone CT. Springfield, MO 65804 |
| Phone | (417) 849-1956 |
| Website | Not listed |
| Regulatory assets under management | $24M |
| Individual clients | 48 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | February 16, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Springfield
- Pinnacle Family Advisors, LLC $372M
- Mackay Financial Planning, LLC $176M
- JKD Financial $26M
- Hickory Wealth Management, LLC $127M
- Trend Management, Inc. $95M
- Pension Consultants Inc $5.4B
See all 10 fee-only advisers in Springfield →
Nearby
- Nixa 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Greystone Investment Advisors, Inc.? Update this listing.