Hinsdale, IL Office
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Grey Fox Wealth Advisors, LLC
Team
Firm-wide stats for Grey Fox Wealth Advisors, LLC
About
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.
Based on Grey Fox Wealth Advisors, LLC
Location
Hinsdale IL
Advisors at this office
1
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