ChooseAFinancialAdvisor.com
Advisors / Texas / Austin
44yrs

Gregory Allan Gaynier

Financial advisor at Cwm

Austin, TX 78704Top 1% experience at CwmFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience44 years (since 1982)
How that compares ?Top 1% for experience at Cwm
Office3755 S. Capital of Texas Hwy, Ste. 100, Austin, TX 78704
FirmCwm
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state

Services through Cwm

Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
    Cwm, LLCCurrent firm
  2. 2018 – 2020
    SPCPreviously
  3. 2016 – 2018
    Kestra Advisory Services, LLCPreviously
  4. Oct 2015 – Sep 2016
    Kestra Investment Services, LLCPreviously
  5. 2013 – 2016
    Wealthspire Retirement AdvisoryPreviously
  6. 2010 – 2014
    Financial Telesis Inc.Previously
  7. 2008 – 2010
    NRP Advisors, Inc.Previously
  8. 2005 – 2008
    Financial Telesis Inc.Previously
Earlier career (1 more)
  1. 2003 – 2005
    Stancorp Investment Advisers, Inc.Previously

Questions to ask Gregory

Tailored to Gregory’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

About Gregory

How do I contact Gregory?

Call Cwm at 402-330-0808 and ask for Gregory Allan Gaynier. Gregory works from the Austin, TX office.

How long has Gregory been a financial advisor?

Gregory has been in the industry since 1982, about 44 years. Top 1% for experience at Cwm.

What licenses does Gregory hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Gregory a fiduciary?

Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Gregory paid?

Cwm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Gregory for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Oxbow Advisors
47yrs
James Theodore Oakley
Financial advisor
200 West 6th Street Suite 1920
Austin, TX 78701
Top advisor for experience in Austin
CFACFP®Top advisor for experience in Austin
Call Directions
MML Investors Services
47yrs
Steven Paul Sorenson
Financial advisor
807 LAS Cimas Pkwy Bldg 2, Suite 275
Austin, TX 78746
Top advisor for experience at MML Investors Services
Top advisor for experience at MML Investors ServicesFiduciaryFee-only firm
Call Directions
Prospera Financial Services
47yrs
Judy Kay Moore
Financial advisor
Austin, TX
Top advisor for experience at Prospera Financial Services
Top advisor for experience at Prospera Financial ServicesFiduciary
Call Directions
Stuart Investment Advisors
47yrs
Carl Wilson Stuart
Financial advisor
623 W 38th Street Suite 110
Austin, TX 78705
Top 1% for experience in Austin
FiduciaryFee-only firm
Call Directions
J.p. Morgan Securities
46yrs
John Earle Neff
Financial advisor
201 W. 5th Street, Suite 1100
Austin, TX 78701
Top 1% for experience in Austin
Fee-only firm
Call Directions

See all advisors near Austin