A complete list of active advisors currently associated with Gray Colt Financial Planning LLC

Warmer can help you find a great advisor at Gray Colt Financial Planning LLC or one who fits your needs even better.

Gray Colt Financial Planning is a state-registered, independent advisory firm that provides ongoing asset management and written financial planning to individual and high-net-worth clients. The firm serves a very small client roster on a one-on-one basis and provides portfolio management, retirement-rollover advice and modular financial plans. The firm’s investment approach emphasizes value-oriented, long-term holdings and strategic asset allocation, while also using options strategies and short-term special-situation investments when appropriate; portfolios are tailored to client objectives and may include client-imposed restrictions. Gray Colt Financial Planning conducts at least quarterly reviews, offers discretionary management, and uses the eMoney platform for planning, account aggregation and secure document storage. Noteworthy characteristics include the firm’s regular public educational workshops offered free of charge and the fact that the firm’s principal holds an active insurance license but discloses that the firm does not sell insurance products to clients. The adviser is newly registered, operates as a solo practitioner with a small number of accounts and modest assets under management, a profile that can result in highly personalized service but also means certain administrative services (for example, proxy voting) are not provided by the firm.

To learn more about the advisors currently working at Gray Colt Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Grelck	St. Petersburg, FL	6

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