Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,742 clients
Average Client Portfolio
$714K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$25K
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Location

3651 Mars Hill Road, Suite 3100-B, Watkinsville, GA, 30677

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History

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.

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Other Business Activities

Gregory is the managing member of Athens Arches, LLC, a real estate company, dedicating a few hours per week. He also owns 100% of Research Partners Inc, another real estate corporation, spending minimal time on it, and works full-time at GarciaHasler as a CPA/tax attorney.

Employment History
Current Registrations
Strategic Blueprint, LLC
February 2025 - Present · 1 yr
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.