Gregory Gorski is a CFP-designated registered investment advisor at Owl and Ore Wealth Planning, based in Pleasant Hill, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 71 clients with $57M 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 | 0.60% |
Fee Estimator
Contact
Gregory Gorski
Location
3478 Buskirk Ave #1000, Pleasant Hill, CA, 94523
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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 →Employment History
Current Registrations
Owl and Ore Wealth Planning
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.
Exams
Additional Information
Greg is a New England transplant who resides in Walnut Creek, CA with his wife, Becca, daughter, Caitlin and son, Theo. When not spending time with family, friends or clients, Greg is taking part in any form of competitive activity (from board games to team sports) or spending time in the kitchen, developing the next great foodie treat.