Grey Fox Wealth Advisors, LLC

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Total assets under management

$698,757,861

Total clients

311

38% high-net worth

Total advisors

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$2,246,810

About

Grey Fox Wealth Advisors is a Delaware-registered advisory firm that serves individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team oversees roughly $699 million in client assets and offers discretionary investment management, comprehensive financial planning, and retirement plan/pension consulting services.

The firm constructs customized model portfolios that lean on low-cost mutual funds and ETFs, informed by academic, fundamental, and technical analysis, while retaining the ability to use individual securities and alternatives when appropriate. Grey Fox Wealth provides ongoing portfolio monitoring, may advise on held-away assets through custodial aggregation, and typically charges percentage-of-AUM fees for managed accounts.

Grey Fox Wealth is notable for several affiliations and operating practices the firm discloses as potential conflicts: it is affiliated with Grey Fox Capital, LLC (the managing member of a Delaware Opportunity Zone fund, currently inactive) and with Grey Fox Tax Advisors, LLC (an accounting/tax practice to which the firm may refer clients and, in some cases, subsidize fees). The firm also discloses a promoter/referral arrangement subject to Marketing Rule oversight and includes employee-delivered financial wellness and participant-education programs for retirement plans.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management

Fee options

Percentage

$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

Project-based

$450 - $550 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting services on an hourly basis of $450 - $550 per hour, paid in advance.

Main office location

Grey Fox Wealth Advisors, LLC

100 South Rockland Falls Road

Rockland DE 19732, United States

Number of offices

Most active in

California · Delaware · Florida · Illinois · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 302-482-3211

Advisors at this firm

Ryan B

Series 65

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

Theodore L

Series 65

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

Elliot L

Series 63, Series 65

Hinsdale, IL

Grey Fox Wealth Advisors, LLC

Wealth management

Kevin D

Series 65

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

Aidan N

Series 65

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

Bryce C

Series 65

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

Daniel M

Series 65

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

Hans L

Series 65

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

Theodore P

CFA®, Series 63, Series 65

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

Hannah M

Series 65, Series 66

Rockland, DE

Grey Fox Wealth Advisors, LLC

Wealth management

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