Elliot Robert Lauzen
Investment adviser representative at Grey Fox Wealth Advisors, LLC
13 yearsExperience
3 statesRegistered in
$698.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Grey Fox Wealth Advisors, LLCNov 2025 to now
- Flexpoint Ford, LLCJan 2017 to now
- Altaris Capital Partners, LLCJul 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (DE, IL, TX).
Grey Fox Wealth Advisors, LLC
$698.8MAssets managed
335Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5524654
- Firm CRD
- 307172