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Kristofer Gray

Kristofer Gray
Other Names: Kristofer Ryan Gray
Firm:
Integrity Financial Corporation
Principal
Type: RIA
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Description

Kristofer Gray is the Director of Business Financial Planning at Integrity Financial Corporation, a boutique 401(k) consulting and wealth management firm. As a Chartered Retirement Plan Specialist, Kristofer helps business owners and trustees evaluate and make sound financial planning decisions on behalf of their business. ...(see more)

BrightScope Advisor Metrics

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Answers and Guides

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Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

Kristofer Gray has not answered any questions on Financial Q&A.

Top Guides

Kristofer Gray has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

National 401(k) Coach consortium of 401(k) advisors

Kristofer Gray is a Master’s level member of the national 401(k) Coach consortium of 401(k) advisors.

Kristofer Gray recognized as a Five Star Wealth Manager by Seattle Magazine

Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to service professionals, such as wealth managers and real estate agents, in more than 45 markets in the U.S., and now in Canada. The Five Star award goes to service professionals who provide quality services to clients.

The Legacy Advisor blog

Read Kristofer's blog

The Intelligent 401k Advisor

Read Kristofer's blog

Workforce.com

BrightScope Shines a Light on 401(k) Plans The company’s rating system gives employees insights into brokerage and other plan fees. Employers and plan advisors are taking notice.

Puget Sound Business Journal

Q&A with Kris Gray on the financial fallout

Social Media

Advisor Assets Under Management

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$70.4M
Total Assets
565
Clients
$124.6K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Firm Client Types

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ownership pie chart
Individuals
Pension and Profit Sharing Plans
High Net Worth Individuals
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Integrity Financial Corporation 8 years, 10 months Aug 2004 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 03/22/2010, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
03/22/2010
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

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Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 07/29/2005

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Compensation Arrangement Chart