A complete list of active advisors currently associated with Graystone Advisor, LLC

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

Graystone Advisor is a state‑registered, single‑advisor investment adviser that provides comprehensive financial planning and discretionary portfolio management primarily to individual clients, including high‑net‑worth individuals. Services described in the brochure include retirement and estate planning, tax and risk‑management reviews, investment analysis, and implementation through outside managers and SEI’s platform. The firm combines passive and active management approaches and employs fundamental, technical, and cyclical analysis when constructing portfolios, with asset allocation frequently implemented via SEI models or other third‑party managers on a discretionary basis. Client relationships are built around individualized investment policy statements, ongoing monitoring, and at least annual reviews of financial plans and accounts. Compared with many solo independent advisers, the firm’s brochure highlights an active marketing and education program that includes public seminars, paid speaking engagements, and the use of third‑party ratings and client testimonials in its outreach. The principal holds the CFP® designation, and the firm’s pricing approach does not rely on a traditional percentage‑of‑assets under management model.

To learn more about the advisors currently working at Graystone Advisor, 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
Aaron Agte	Foster City, CA	20

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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.

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.

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