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Gragg Financial

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Client assets under management

$157,790,805

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Clients

310

18% high-net-worth

Advisors

3

of 12 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

103

Very High

Average account size

$509,003

About

Gragg Financial provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. As of January 1, 2026 the firm reported approximately $215 million in assets under management and offers ongoing discretionary and non‑discretionary portfolio management as well as written financial plans and consulting services.

The firm follows a value‑driven investment philosophy, seeking undervalued companies with strong balance sheets, histories of dividend growth, significant overseas exposure and durable competitive positions, while applying a margin‑of‑safety and a long‑term orientation. Gragg Financial works with sub‑advisors (including CPS Investment Advisors), may incorporate mutual funds, index funds or ETFs where market research is limited, and serves as a fiduciary for ERISA and IRA accounts.

Gragg Financial is also organized as a Certified Public Accounting firm and provides traditional income tax and accounting services alongside its investment advisory practice, a combination that is uncommon among peers. The firm offers no‑cost educational seminars on direct instrument and mutual fund investing (with investment advice not tailored to attendees) and uses Fidelity’s Institutional Wealth Services for custody and platform-related services.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Income planning General tax planning Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting may be charged on a fixed fee basis.

Percentage

$0 - $3,000,000: 1.50% $3,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%

Project-based

Financial planning and consulting fees range from $200-$400 per hour, depending on complexity and agreement.

Other

Fee-only: Financial planning and consulting fees range from $200-$400 per hour, or fixed fee basis; may be waived for money management clients.

Main office location

Gragg Financial

Nine East Marion Street

Shelby NC 28150, United States

Number of offices

1

Most active in

More info

Florida · North Carolina · South Carolina

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 704-482-2001

Advisors at this firm

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Bre Ann W

Series 65

Shelby, NC

Gragg Financial

Bre Ann Weaver is a financial advisor at Gragg Financial with a Series 65 designation and has been in the industry since 2024. Prior to joining Gragg Financial, she worked at Truist Bank for 11 years. Gragg Financial provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven investment philosophy focused on undervalued companies with strong fundamentals and offers both discretionary and non-discretionary portfolio management alongside tax and accounting services.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Jason G

PFS™, Series 65

Shelby, NC

Gragg Financial

Jason Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at CPS Investment Advisors from 2017 to 2025. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and combines its advisory services with Certified Public Accounting, offering income tax and accounting services alongside investment management.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
user avatar

Gary G

PFS™, Series 65

Shelby, NC

Gragg Financial

Gary Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Gragg Financial, he worked at CPS Investment Advisors from 2017 to 2025. Outside of his advisory role, he is the owner of Revo Wifi LLC. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and offers portfolio management, financial planning, and consulting services, combining investment advisory with traditional income tax and accounting services.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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