# Grey Fox Wealth Advisors, LLC

> Grey Fox Wealth Advisors, LLC is an SEC-registered investment advisory firm in Rockland, DE, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 307172
- Filed as: GREY FOX WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rockland, DE
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307172
- AdvisorCensus page: https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172

## Quick answers

**How is Grey Fox Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grey Fox Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Grey Fox Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $450 to $550 an hour (financial planning and consulting services; financial consulting projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Grey Fox Wealth Advisors, LLC located?**
Grey Fox Wealth Advisors, LLC's principal office is in Rockland, DE, according to its Form ADV.

**Is Grey Fox Wealth Advisors, LLC registered with the SEC or a state?**
Grey Fox Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307172.

**How much does Grey Fox Wealth Advisors, LLC manage?**
Grey Fox Wealth Advisors, LLC reports $698,757,861 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (85% discretionary).

**How have Grey Fox Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Grey Fox Wealth Advisors, LLC: Regulatory assets under management: $114,484,743 in the October 2021 data and $698,757,861 in the October 2026 data, up 510%. Total employees: 2 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Grey Fox Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (193); high net worth individuals (118); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Grey Fox Wealth Advisors, LLC use?**
Grey Fox Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Grey Fox Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307172

**What changed in Grey Fox Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $544,140,011 to $698,757,861 (+28%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Hourly rate: $450 to $550 an hour (financial planning and consulting services; financial consulting projects)

> In general, fees will be charged on an hourly-basis ($450 - $550 per hour) and will be paid in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $698,757,861
- Discretionary: $594,227,120
- Non-discretionary: $104,530,741

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 193 | $116,464,999 |
| High net worth individuals | 118 | $438,346,479 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $65,814,548 |
| Charitable organizations | 5 | $63,054,763 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 7 | $15,077,072 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, IL, MA, MD, MI, NH, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greyfox401k.com
- greyfoxwealth.com
- LinkedIn @grey-fox-wealth
- LinkedIn @aidan-neuberger-4b6979251
- LinkedIn @concettagriffin-phr
- LinkedIn @danmcglinn
- LinkedIn @elliotlauzen
- LinkedIn @hannah-marin-727152249
- LinkedIn @kevin-dombrowski
- LinkedIn @lora-matteis-32984a32
- LinkedIn @ryan-bonner-67b365101
- LinkedIn @t-christian-poppe-cfa-6624b68a
- LinkedIn @tedlauzen

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $114,484,743 | 2 | September 9, 2021 |
| October 2022 | $150,680,344 | 4 | September 28, 2022 |
| October 2023 | $274,356,828 | 5 | March 14, 2023 |
| October 2024 | $382,612,586 | 5 | February 21, 2024 |
| October 2025 | $544,140,011 | 9 | March 4, 2025 |
| October 2026 | $698,757,861 | 11 | March 24, 2026 |

Regulatory assets under management: $114,484,743 in the October 2021 data and $698,757,861 in the October 2026 data, up 510%.
Total employees: 2 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $544,140,011 to $698,757,861 (+28%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 5 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grey Fox Wealth Advisors, LLC (CRD 307172): Form ADV filing data as of October 2026.