Greg Willsey is a CFP-designated registered investment advisor at Noble Family Wealth, based in Clearwater, FL, with 34 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 124 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the size of a client’s account, a pre-existing client relationship, and account retention.
Fee Estimator
Location
2475 Enterprise Rd., Clearwater, FL, 33763
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Greg is a manager of 2505 Enterprise LLC, which owns the office building where GFS is located, dedicating minimal time. He is also a managing member of Freedom Sails LLC, Santina LLC, and Staysail Consulting LLC, each requiring minimal time and not investment related.
Employment History
Current Registrations
Noble Family Wealth
Previous Registrations
Mercer Global Advisors INC.
Gfs Private Wealth
RBC Capital Markets, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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