Gregory Guenther
Gregory Guenther is a registered investment advisor at Grantvest Financial Group LLC, based in Matawan, NJ, with 19 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 630 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiable. No fees will exceed 2%.
Fee Estimator
Location
106 Main Street, Suite D, Matawan, NJ, 07747
Get directionsHistory
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 ActivitiesSells Insurance
Gregory sells insurance and disability products through multiple carriers, dedicating a few hours per week. He also owns Gregory Guenther, LLC for tax purposes, is a partner at GRANTvest Financial Group and JBT Benefits Group LLC, and uses FED RP, LLC as a DBA.
Employment History
Current Registrations
Grantvest Financial Group LLC
Calton & Associates, INC.Broker
Previous Registrations
Calton & Associates, INC.
Newbridge Securities CorporationBroker
Garden State Securities, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.