Gregory
Thompson
Stone Oak Wealth Management, LLC
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About this Advisor
Gregory Thompson is a certified financial planner working out of San Antonio, Texas with a total of 6 years of industry experience. Thompson currently works for Stone Oak Wealth Management, LLC. During their career, Thompson has held roles at Titleist Asset Management, LTD and Stone Oak Wealth Management, LLC. Thompson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Stone Oak Wealth Management, LLC is an advisory firm operating out of San Antonio, TX. The investment advisory business has a total of six financial advisors. It has $266 million in total assets among its 853 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 853 accounts, 53% are held by high-net-worth investors who have greater than $1 million in investable assets. Stone Oak Wealth Management, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which services are provided. Fee types charged by Stone Oak Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stone Oak Wealth Management, LLC Brokerage Details
$266,273,633
6
853
$312,161
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gregory Thompson Work History
Gregory has been registered as a financial advisor for 6 years.*
Stone Oak Wealth Management, LLC
Stone Oak Wealth Management, LLC
Titleist Asset Management, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stone Oak Wealth Management, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
