Wesley Gray is a registered investment advisor at Etf Architect, based in Humacao, PR, with 15 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 195 clients with $16B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$16.0B
Fee Structure
Investment management only (planning not offered)
- General consulting services are available at a fixed component of $5,000 and an hourly component of $500.00 per hour. The firm may negotiate a lower fee arrangement based on complexity, scope, and the client's relationship with ETF Architect.
One-Time Plan:$5,000
Hourly Rate:$500/hr
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Location
Humacao, PR
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Etf Architect
November 2023 - Present · 2 yrs 5 mos
Alpha Architect
August 2010 - Present · 15 yrs 8 mos
State Registrations2 states
PAPR
Advisor
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Exams
No exam information available for this advisor.