GV
CFP
GV
CFP

Gregory Vojtanek

5 Years of Experience
Burbank, CA

Gregory Vojtanek is a CFP-designated registered investment advisor at Fade in Financial, based in Burbank, CA, with 5 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Gen X, Investment Management, LGBTQ+, and 3 more. Their firm serves 20 clients with $4.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.5M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Gregory Vojtanek

Location

Burbank, CA

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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 works as an Executive Assistant/Business Development for an accounting firm since 2020, dedicating nearly full-time hours to this role. His responsibilities include day-to-day operations, scheduling, communications, and business development.

Employment History
Current Registrations
Fade in Financial
March 2021 - Present · 5 yrs 1 mo
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Additional Information

I've been involved in the Entertainment Industry for over two decades. Professionals who work in that industry have unique financial issues that I can fully understand (variable income, saving for the next gig, etc.). If the client allows me to assist with their financial situation then that will free them to focus on their next creative project. I love to collaborate on what's most important to the client and together we can achieve their financial goals.

GV
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Gregory Vojtanek
Gregory Vojtanek - Financial Advisor | TrueAdvisor