A complete list of active advisors currently associated with Grey Fox Wealth Advisors, LLC

Warmer can help you find a great advisor at Grey Fox Wealth Advisors, LLC or one who fits your needs even better.

Grey Fox Wealth Advisors is a Delaware-registered advisory firm that serves individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team oversees roughly $699 million in client assets and offers discretionary investment management, comprehensive financial planning, and retirement plan/pension consulting services. The firm constructs customized model portfolios that lean on low-cost mutual funds and ETFs, informed by academic, fundamental, and technical analysis, while retaining the ability to use individual securities and alternatives when appropriate. Grey Fox Wealth provides ongoing portfolio monitoring, may advise on held-away assets through custodial aggregation, and typically charges percentage-of-AUM fees for managed accounts. Grey Fox Wealth is notable for several affiliations and operating practices the firm discloses as potential conflicts: it is affiliated with Grey Fox Capital, LLC (the managing member of a Delaware Opportunity Zone fund, currently inactive) and with Grey Fox Tax Advisors, LLC (an accounting/tax practice to which the firm may refer clients and, in some cases, subsidize fees). The firm also discloses a promoter/referral arrangement subject to Marketing Rule oversight and includes employee-delivered financial wellness and participant-education programs for retirement plans.

To learn more about the advisors currently working at Grey Fox Wealth Advisors, 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.

You can also browse Grey Fox Wealth Advisors, LLC's office locations.

Name
Location
Years of experience
Ryan Bonner profile photo Ryan Bonner
Rockland, DE
2
Bryce Cleveland profile photo Bryce Cleveland
Rockland, DE
3
Kevin Dombrowski profile photo Kevin Dombrowski
Rockland, DE
8
Elliot Lauzen profile photo Elliot Lauzen
Hinsdale, IL
0
Hans Lauzen profile photo Hans Lauzen
Rockland, DE
2
Theodore Lauzen profile photo Theodore Lauzen
Rockland, DE
6
Hannah Marin profile photo Hannah Marin
Rockland, DE
3
Daniel Mc Glinn profile photo Daniel Mc Glinn
Rockland, DE
1
Aidan Neuberger profile photo Aidan Neuberger
Rockland, DE
0
Theodore Poppe profile photo Theodore Poppe
Rockland, DE
10
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