Advisor at Grey Fox Wealth Advisors, LLC
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Firm
Grey Fox Wealth Advisors, LLC
Location
Rockland, DE 19732
Credentials
Series 65
Industry experience
2 years
Bryce Cleveland is a financial advisor at Grey Fox Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Grey Fox Wealth Advisors, he worked at KPMG LLP and has been the owner of Cleveland & Company, a CPA and accounting practice, since 2022. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach that integrates fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance.
Based on Grey Fox Wealth Advisors, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.85% annually $2,500,001 - $5,000,000: 0.65% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $20,000,000: 0.40% annually $20,000,001+: 0.30% annually
$450 - $550 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services on an hourly basis of $450 - $550 per hour, paid in advance.
100 South Rockland Falls Road
Rockland, DE 19732
Delaware · Pennsylvania · Texas
Cleveland & Company
2022 - 2025 (3 years)
GVA
2020 - Present (6 years)
KPMG LLP
2019 - 2020 (1 year)
Wegmans
2018 - 2019 (1 year)
Chester County Community Foundation
2017 - 2019 (2 years)
West Chester University
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Chadds Ford, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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