Weikart Advisory Services
34yrs
Top advisor by experience in Camas
New
Grayson Windle
Financial advisor at Fisher Investments
Grayson Windle is a fiduciary financial advisor in Camas, Washington, registered since May 2026. Grayson has been with Fisher Investments since 2026. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 314 advisors with offices in Camas, and one of 307 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office5525 NW Fisher Creek Drive, Camas, WA 98687
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?1 state
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther 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 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowFisher InvestmentsCurrent firm
Contact Grayson
(800) 851-8845Firm headquarters in Plano, TX. Ask for Grayson. 5525 NW Fisher Creek DriveCamas, WA 98687Office · Get directions
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Questions to ask Grayson
Tailored to Grayson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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 Grayson
How do I contact Grayson?
Call Fisher Investments at (800) 851-8845 and ask for Grayson Windle. Grayson works from the Camas, WA office.
How long has Grayson been a financial advisor?
Grayson is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Grayson hold?
Series 65. Tap any license on this page to see what it allows.
Is Grayson a fiduciary?
Grayson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grayson paid?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Grayson 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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