Bryan Gray, CFP®, CPA Oak Crest Advisory, LLC

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About Bryan Gray, CFP®, CPA

Bryan has been a trusted Financial, Tax and Business advisor for over a decade. His primary focus of financial planning is serving small business/self-employed individuals, high income (high tax) individuals and individuals in, entering or nearing retirement. Bryan leverages his foundation in tax to maximize client’s overall wealth, which includes appropriate retirement plan selection, allocating asset classes based tax impact, utilizing tax-efficient ETFs as well as creating tax-efficient distribution strategies for retirees. Bryan resides in Clifton Springs with his wife and daughter and enjoys all things outdoors outside of tax season.

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Ideal Clients

  • Business Financial Management
  • Business Owners
  • Dentists
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $800+/qtr
  • Flat Fee: $2,500+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 1.0%

SEC Records

States Registered

  • New York