GrayChase Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Graychase Wealth Advisory LLC provides asset management, retirement plan advisory, financial planning, and public educational seminars to individuals, small businesses, trusts, estates, high‑net‑worth clients, and charities. Its services include discretionary portfolio management for individual accounts, ERISA plan services (both limited‑scope 3(21) advice and full 3(38) investment manager arrangements), and consulting engagements.
The firm develops client strategies based on documented goals, time horizons, and risk tolerances and employs fundamental and technical analysis alongside mutual funds, ETFs, and other instruments, with periodic monitoring, rebalancing, and written reporting. Financial planning and consulting are offered on an hourly basis with written plans delivered upon completion, and seminars are presented as educational forums without a fee to attendees.
Noteworthy features relative to peers include a clear emphasis on pension consulting for plan sponsors, the provision of free public workshops, and routine hourly billing for financial planning — all of which are uncommon for firms with this regulatory profile. The firm’s representatives are also licensed insurance agents and may receive insurance commissions; the brochure discloses this potential conflict and describes fiduciary duties and disclosures intended to mitigate it, and the firm does not serve as a private‑fund adviser.
Client services
Expertise
Occupation focus
Fee options
2.00% annually (maximum) for Asset Management
Advisor representatives receive commissions on insurance sales (outside business activities)
$250 per hour for Financial Planning and Consulting
Fee-only: $250 per hour for Financial Planning and Consulting
Main office
8620 N New Braunfels Ave., Suite 120
San Antonio TX 78217
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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