A complete list of active advisors currently associated with Graylark Financial, LLC

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

Graylark Financial is a small registered investment adviser that provides discretionary and non‑discretionary portfolio management and integrated financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporations. As with many peers, the firm generally charges percentage‑of‑assets fees and constructs diversified portfolios for individual clients. The firm’s investment process combines fundamental, technical and cyclical analysis and typically implements asset‑allocation portfolios using ETFs, mutual funds, equities, fixed‑income and cash, and it may allocate portions of assets to third‑party managers for separate account management. Graylark recommends a specific custodian platform, conducts periodic manager due diligence, and uses software tools — including client‑relationship software with AI‑based meeting summarization — to support monitoring and reporting. Distinctive aspects disclosed in the brochure include that the firm is operated by a single advisory professional while also being affiliated with an insurance agency; principals receive commissions on insurance and annuity sales and the firm discloses a compensated referral arrangement for Medicare products, creating potential conflicts of interest. The firm also uses testimonials in its advertising and publishes an educational/marketing book, practices that are less common among similar advisers.

To learn more about the advisors currently working at Graylark Financial, 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
Brian Gray	Bluffton, SC	14

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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.

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