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They include 193 individual clients, 118 high-net-worth individuals, and 12 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Grey Fox Wealth Advisors offer?","answer":"Grey Fox Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Grey Fox Wealth Advisors charge?","answer":"Grey Fox Wealth Advisors charges 0.30%–1.00% a year for its Investment advisory fees. The fee is billed in advance and is negotiable.","source":"GREY FOX WEALTH DISCLOSURE BROCHURE, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Grey Fox Wealth Advisors use?","answer":"Grey Fox Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $169M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Grey Fox Wealth Advisors have?","answer":"Grey Fox Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Grey Fox Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Grey Fox Wealth Advisors’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 5% U.S. government and agency bonds, 3% state and local bonds, 3% pooled vehicles (private funds and similar), 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Grey Fox Wealth Advisors?","answer":"Grey Fox Wealth Advisors’ direct owners are Theodore Lauzen (50% to 75%) and Kevin Dombrowski (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Grey Fox Wealth Advisors get paid?","answer":"Grey Fox Wealth Advisors is paid through a percentage of assets under management and fixed fees. 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