Gray Rock Financial Planning And Consulting Inc.

Gray Rock Financial Planning And Consulting Inc. (CRD# 304540) is a financial advisory firm headquartered in , . They manage $8,373,167 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/69204182/admin/
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $226,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Gray Rock Financial Planning And Consulting Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William Feus, financial advisor Fort Mill SC
William F. Feus
CRD#: 2327815
Fort Mill, SC

William Feus (CRD# 2327815) is an Investment Advisor Representative working at Gray Rock Financial Planning And Consulting Inc. in Fort Mill, SC and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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