Advisor at TritonPoint Partners, LLC
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Firm
TritonPoint Partners, LLC
Location
Scottsdale, AZ
Credentials
CFP®, ChFC®, Series 66
Industry experience
24 years
Gregory Powers is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with TritonPoint Partners, LLC, where he serves as a managing director and financial planner. His prior experience includes positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. TritonPoint Partners, LLC provides advisory services to individuals, trusts, retirement plans, and business entities, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that integrates public equities, fixed income, and private market alternatives using both in-house and third-party management.
Based on TritonPoint Partners, LLC
Based on TritonPoint Partners, LLC
Flat fees for financial planning and consulting range from $2,500 to $10,000; Retirement plan consulting flat fees range from $750 to $25,000.
Up to 1.50% annually for portfolio management services
Certain supervised persons offer insurance products under separate commission-based arrangements.
Up to $350 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services charged hourly up to $350/hour or flat fees ranging from $2,500 to $10,000; Retirement plan consulting charged as flat fees ranging from $750 to $25,000 or up to 1.00% of plan assets.
Scottsdale, AZ
Arizona · California
The Leaders Group Inc
2025 - Present (1 year)
TritonPoint Partners, LLC
2025 - Present (1 year)
TritonPoint Wealth, LLC
2023 - Present (3 years)
Mercer Allied Company, L.P.
2020 - 2023 (3 years)
Goldman Sachs & Co. LLC
2020 - 2023 (3 years)
Cetera Advisor Networks Llc
2017 - 2020 (3 years)
Goldman Sachs Personal Financial Management
2010 - 2023 (13 years)
Girard Securities, Inc.
2010 - 2017 (7 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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.
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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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