Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
David G
Series 65
North Augusta, SC
David Gray Consulting LLC
David Gray is a financial advisor with David Gray Consulting LLC in North Augusta, SC. He holds a Series 65 designation and has four years of industry experience. Prior to founding his firm, he worked at Matrix PMO and Williams Plant Services. David also maintains a full-time role as a senior project controls manager for Longenecker and Associates, providing construction and plant maintenance services. David Gray Consulting LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, pensions, and charitable organizations. The firm emphasizes a long-term, customized investment approach with a combination of fundamental, technical, and cyclical analysis, and provides ERISA-focused plan oversight alongside alternative fee arrangements and institutional custody benefits.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters