Glenayr Family Advisors LLC

Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi‑generational families—with particular emphasis on clients undergoing life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm provides financial life and transition planning, family wealth planning, limited consulting (including running or participating in family meetings), and offers financial education seminars and workshops.

The firm follows a values‑based, holistic planning process that uses the Kinder Method, Financial Transitionist (CeFT) tools, and Kolbe assessments to identify goals and coordinate with clients’ other advisors; it refers investment management to vetted third‑party managers (including AssetMark) rather than managing securities directly. Glenayr Family Advisors operates as a fee‑only adviser for planning engagements and typically bills fixed or hourly planning fees rather than deducting a percentage‑of‑assets for its planning services, while combined AUM fees apply when clients use recommended third‑party managers.

What is distinctive about the firm is its advisory focus on life and transition planning over in‑house portfolio management and its use of public seminars as a regular education and client‑onboarding channel, features that are less common among similar supported firms. The brochure also discloses resolved regulatory matters involving an associated person and notes that an advisory representative conducts separate, licensed insurance activities that could generate commissions outside the firm, a potential conflict clients should consider.