William Blair & Company
47yrs
Top advisor by experience in Illinois
6yrs
William Gregory
Financial advisor at Hightower Advisors
William Gregory has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Chicago, Illinois. After a year at Clear Perspective Advisors, William joined Hightower Advisors in 2022, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office200 W. Madison St. Suite 2500, Chicago, IL 60606
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowHightower Advisors, LLCCurrent firm
- Apr 2021 – Feb 2022Clear Perspective Advisors, LLCPreviously
Contact William
Local office(312) 962-3826Ask for William. (312) 962-3800Main office 200 W. Madison St. Suite 2500Chicago, IL 60606Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (312) 962-3826 or the Hightower Advisors main office at (312) 962-3800, and ask for William Gregory.
How long has William been a financial advisor?
William has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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