Gary Pevey
Advisor at AFS Investments
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AFS Investments
Location
Sacramento, CA 95864
Credentials
ChFC®, Series 63
Industry experience
32 years
About
Gary Pevey is a ChFC® credentialed financial advisor with 32 years of industry experience. He has worked at AFS Investments since 2021 and previously spent seven years with Mutual Securities, Inc. Pevey has also been associated with Wealth Design Group since 1997, where he is involved in life and health insurance planning as an agent. AFS Investments is a family-owned registered investment adviser that serves individuals, trusts, retirement plan sponsors, and business entities. The firm offers a range of portfolio management and financial planning services using both bottoms-up stock selection and top-down asset allocation approaches.
Client services
Based on AFS Investments
Financial planning
Portfolio management
Selection of other advisers
Portfolio monitoring/consulting
Expertise
Based on AFS Investments
Wealth management
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees for consulting and financial planning services, minimum $500
$0 - $1,000,000: 1.50% annually (Discretionary - Bottoms Up) $1,000,000 - $1,999,999: 1.25% annually (Discretionary - Bottoms Up) $2,000,000 - $4,999,999: 1.00% annually (Discretionary - Bottoms Up) $5,000,000 - $9,999,999: 0.75% annually (Discretionary - Bottoms Up) $10,000,000 - $24,999,999: 0.50% annually (Discretionary - Bottoms Up) $25,000,000 - $39,999,999: 0.30% annually (Discretionary - Bottoms Up) $40,000,000+: Negotiable (Discretionary - Bottoms Up) $0 - $1,000,000: 1.00% annually (Discretionary - Top Down) $1,000,000 - $1,999,999: 1.00% annually (Discretionary - Top Down) $2,000,000 - $4,999,999: 1.00% annually (Discretionary - Top Down) $5,000,000 - $9,999,999: 0.75% annually (Discretionary - Top Down) $10,000,000 - $24,999,999: 0.50% annually (Discretionary - Top Down) $25,000,000 - $39,999,999: 0.30% annually (Discretionary - Top Down) $40,000,000+: Negotiable (Discretionary - Top Down) $0 - $1,000,000: 1.00% annually (Non-Discretionary) $1,000,000 - $1,999,999: 1.00% annually (Non-Discretionary) $2,000,000 - $4,999,999: 1.00% annually (Non-Discretionary) $5,000,000 - $9,999,999: 0.75% annually (Non-Discretionary) $10,000,000 - $24,999,999: 0.50% annually (Non-Discretionary) $25,000,000 - $39,999,999: 0.30% annually (Non-Discretionary) $40,000,000+: Negotiable (Non-Discretionary) $0 - $1,000,000: 1.00% annually (Qualified Accounts - Discretionary Level 3) $1,000,000 - $1,999,999: 1.00% annually (Qualified Accounts - Discretionary Level 3) $2,000,000 - $4,999,999: 1.00% annually (Qualified Accounts - Discretionary Level 3) $5,000,000 - $9,999,999: 0.75% annually (Qualified Accounts - Discretionary Level 3) $10,000,000 - $24,999,999: 0.50% annually (Qualified Accounts - Discretionary Level 3) $25,000,000 - $39,999,999: 0.25% annually (Qualified Accounts - Discretionary Level 3) $40,000,000+: Negotiable (Qualified Accounts - Discretionary Level 3) $0 - $1,000,000: 0.75% annually (Qualified Accounts - Discretionary Level 2) $1,000,000 - $1,999,999: 0.75% annually (Qualified Accounts - Discretionary Level 2) $2,000,000 - $4,999,999: 0.75% annually (Qualified Accounts - Discretionary Level 2) $5,000,000 - $9,999,999: 0.75% annually (Qualified Accounts - Discretionary Level 2) $10,000,000 - $24,999,999: 0.50% annually (Qualified Accounts - Discretionary Level 2) $25,000,000 - $39,999,999: 0.25% annually (Qualified Accounts - Discretionary Level 2) $40,000,000+: Negotiable (Qualified Accounts - Discretionary Level 2) $0 - $1,000,000: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $1,000,000 - $1,999,999: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $2,000,000 - $4,999,999: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $5,000,000 - $9,999,999: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $10,000,000 - $24,999,999: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $25,000,000 - $39,999,999: 0.25% annually (Qualified Accounts - Non-Discretionary Level 1) $40,000,000+: Negotiable (Qualified Accounts - Non-Discretionary Level 1)
$150 to $500 per hour for consulting and financial planning services
Minimum fee: Minimum annual household fee of $500
Location
3445 American River Dr, Suite B
Sacramento, CA 95864
Most active in
Gary P has reported serving >5 clients in these states in the last 12 months.
California
Work history
AFS Investments
2021 - Present (5 years)
Mutual Securities,Inc
2011 - 2018 (7 years)
Wealth Design Group
1997 - Present (29 years)
Wealth Design Group (RIA)
1997 - 2019 (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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