# Gragg Financial
Source: https://planprovider.pro/provider/gragg-financial

> Rooted in accounting since 1965, Gragg Financial grew into an investment advisory and planning practice in 2000, bringing tax and financial reporting experie…

Retirement Plan Advisor

Shelby, NC

## About Gragg Financial

<p>Rooted in accounting since 1965, Gragg Financial grew into an investment advisory and planning practice in 2000, bringing tax and financial reporting experience into long-term wealth and retirement planning work.</p>

<p>Headquartered in Shelby in the Charlotte metro area, this fee-only registered investment advisory firm works with individuals, high-net-worth clients, small businesses, charitable organizations, and Pension &amp; Profit Sharing Plans. The firm reports $0.5B in assets under management (2026).</p>

<p>Gragg Financial is led by CPAs and Personal Financial Specialists Bryon and Jay Gragg, supported by a team that includes money managers, CPAs, and MBAs. It has been named by Accounting Today as a Top Firm by Assets Under Management.</p>

<p>For retirement plan sponsors, Gragg Financial offers 3(21) fiduciary investment advice as part of its <a href="/plan-advisors">plan advisor</a> work. What sets the firm apart is its long-standing accounting background, which clients often use alongside investment management and planning.</p>

<ul>
<li>3(21) fiduciary investment advisory services for retirement plans</li>
<li>Financial planning</li>
<li>Portfolio management</li>
<li>Business advisory support</li>
<li>Regulatory compliance services</li>
</ul>

Website: [https://www.graggfinancial.com/](https://www.graggfinancial.com/)

## Office Locations

- Shelby, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $500.0M

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