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Anita Linda Gray

Advisor at Promenade Wealth — North Bend, WA

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

16 years

Location

North Bend, WA

Promenade Wealth logo

Promenade Wealth

Independent

Total advisors

1

Clients per advisor

42 High

Avg AUM per client

$1,895,959 Very High

HNW client ratio

48% High

About

Anita Gray is a CFP® professional with 16 years of industry experience. She is the sole advisor at Promenade Wealth, an independent firm she has led since 2020. Prior to founding Promenade Wealth, she worked at Northwest Asset Management and Vestory LLC, with a year spent traveling between those roles. Promenade Wealth serves individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a fiduciary, customized approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, with a distinctive focus on non-individual institutional clients and business-planning services.

Client services

Based on Promenade Wealth

Financial planning Portfolio management

Expertise

Based on Promenade Wealth

Roth conversion strategy Charitable giving tax strategies Social Security optimization Debt management

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%

Project-based

Financial planning services: $350 per hour; Consulting services: $300 per hour

Other

Minimum fee: $4,000 minimum annual fee for accounts opened after March 5, 2021 Fee-only: Investment management fees and hourly fees for financial planning and consulting; no commissions accepted.

Location

North Bend, WA

North Bend WA

Advisors at this office

1

Most active in

Texas · Washington

Work history

16 years of industry experience

Promenade Wealth

2020 - Present • 6 years

Bellevue, WA

Northwest Asset Management

2018 - 2020 • 2 years

Mercer Island, WA

Unemployed - Traveling

2017 - 2018 • 1 year

Kirkland, WA

Vestory LLC

2016 - 2017 • 1 year

Bellevue, WA

Trutina Financial

2015 - 2016 • 1 year

Bellevue, WA

Empirical Wealth management

2014 - 2015 • 1 year

Seattle, WA

Fidelity

2012 - 2014 • 2 years

Bellevue, WA

Ameriprise

2006 - 2009 • 3 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Trey G

Series 66, CFP®

Issaquah, WA

Gevers Wealth Management

Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

General retirement planning Retirement income strategy Income planning Social Security optimization Roth conversion strategy Retired

Casey S

Series 66, Series 7

Maple Valley, WA

Edward Jones

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Military & Veterans Founder/Business Owner Engineering Professional Executive Technology Professional Married/Couples/Partners Established Professionals Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)

Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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Gregory A

CFA®

Sammamish, WA

Tiger Mountain Capital

Gregory Arquette is a CFA® charterholder with five years of industry experience. He has been with Tiger Mountain Capital since 2021 and previously worked as a self-employed investor and at MIG Capital LLC. Based in Sammamish, WA, he works as the sole advisor at Tiger Mountain Capital. Tiger Mountain Capital is an independent registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, and certain entities. The firm employs a concentrated long/short equity strategy, combining fundamental analysis with investigatory research and proprietary data, and it routinely uses leverage and options in its portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Eric K

Series 65

Issaquah, WA

Kenney Wealth Planning & Management

Eric Kenney is a financial advisor at Kenney Wealth Planning & Management in Issaquah, WA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at LabWare, Inc., Autoscribe Informatics, Veeva Systems, and Kenney Investment Management LLC. Kenney Wealth Planning & Management is an independent advisory firm serving individuals and high-net-worth clients, generally with account minimums around $500,000. The firm provides portfolio management and financial planning using a combination of fundamental analysis, modern portfolio theory, and quantitative techniques to construct tax-aware, long-term portfolios.

Tax-loss harvesting Private / alternative investments Real estate investing
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Shane H

Series 63, Series 65

Issaquah, WA

Hoover Capital, L.L.C.

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including 22 years managing his own firm since 2004. Hoover Capital, L.L.C. provides fee-based investment management and consulting primarily to individual clients, managing approximately $19.8 million across 27 accounts. The firm employs a blend of proprietary fundamental and technical analysis focused on secular market cycles and valuation risk, manages all client accounts on a non-discretionary basis, and regularly communicates with clients through quarterly reviews and written reports.

Wealth management
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