Graystone Advisor, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,473,082
Total clients
23
87% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$1,237,960
About
Graystone Advisor is a state‑registered, single‑advisor investment adviser that provides comprehensive financial planning and discretionary portfolio management primarily to individual clients, including high‑net‑worth individuals. Services described in the brochure include retirement and estate planning, tax and risk‑management reviews, investment analysis, and implementation through outside managers and SEI’s platform.
The firm combines passive and active management approaches and employs fundamental, technical, and cyclical analysis when constructing portfolios, with asset allocation frequently implemented via SEI models or other third‑party managers on a discretionary basis. Client relationships are built around individualized investment policy statements, ongoing monitoring, and at least annual reviews of financial plans and accounts.
Compared with many solo independent advisers, the firm’s brochure highlights an active marketing and education program that includes public seminars, paid speaking engagements, and the use of third‑party ratings and client testimonials in its outreach. The principal holds the CFP® designation, and the firm’s pricing approach does not rely on a traditional percentage‑of‑assets under management model.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed monthly or quarterly fee for comprehensive financial planning services as part of combined financial planning and investment management; seminar fees range from free to $20,000 per seminar or up to $1,000 per participant.
Account minimum: $16,000 minimum ongoing annual fee Minimum fee: Minimum ongoing annual fee of $16,000 Fee-only: Annual advisory fee based on 0.5% of Client’s net worth plus 1.0% of Client’s annual income; fees are negotiable and pro-rated; no additional fees based on percentage of assets under management.
Main office location
Graystone Advisor, LLC
Foster City CA, United States
Number of offices
1
Most active in
Graystone Advisor, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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