AAMS®, CLTC®, CCFS®, RICP®, RLP®
Gray Rock Financial Planning & Consulting Inc.
AAMS®, CLTC®, CCFS®, RICP®, RLP®
Gray Rock Financial Planning & Consulting Inc.
As a Christian fee-only financial planner, I offer unbiased financial advice and guidance to help you achieve your life goals, helping you to align your faith and values with your financial plan and your investment portfolio. - William Feus, AAMS®, CLTC®, CCFS®, RICP®, RLP®
Fee-Only financial planner located in Fort Mill, SC, serving clients locally and across the country
William Feus is a Fort Mill, SC fee-only financial planner. Gray Rock Financial Planning & Consulting provides college education planning, retirement planning, retirement income distribution and management, and long-term care planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, William Feus is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
William Feus is an experienced Christian Financial Advisor with a demonstrated history of helping individuals, families, and small businesses manage their money to meet their financial needs and goals. Primary practice areas include college planning, retirement planning, long-term care planning, and investment management. He holds certifications in education planning, asset allocation management, long-term care planning, retirement income planning, and life planning. He also holds a Master of Divinity degree from The General Theological Seminary of The Episcopal Church and is an ordained priest in The Episcopal Church. "Proceeding from the belief that we are stewards of what God has entrusted to our care, I work with clients to construct comprehensive financial plans and investment strategies that assist them in living lives of financial peace and freedom so that they meet their financial needs and goals, including giving back to the causes and institutions that align with their values." Bill is married, having just celebrated 31 years of marriage to his wife Kim, and is the proud father of daughter Sarah, a nurse in Greenville, SC, and son Will, a student at the College of Charleston. Bill serves on the Board of Directors of Magnolia Memory Care, Inc., in Fort Mill, South Carolina, and supports a number of charitable organizations.
William Feus is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Gray Rock Financial Planning & Consulting Inc., is a independent Registered Investment Advisor oranized under the laws of the State of South Carolina. We serve clients in primarily in the Carolinas, and our primary office is located in Fort Mill, South Carolina. Gray Rock was formed in August 2019, and William Feus (who goes by Bill) is the founder, President, and Planner/Advisor with Gray Rock. Bill begn his career in the financial services industry in 1993, and has worked for major brokerage firms, a regional bank, and an insurance company as a financial advisor before determining that the best and fairest way to serve his clients was as a fee-only indepdendent financial advisor. Bill is also an ordained minister in The Episcopal Church, and a May 2004 graduate of The General Theological Seminary of The Episcopal Church in New York City. Bill has served congregations as a parish priest in New Jersey, Pennsylvania, Georgia, and South Carolina. Bill is passionate about helping others reach their financial goals and objectives while also helping them to align their faith and values with their financial plan and investments. He holds additional certifications in asset allocation management, education planning, long-term care planning, and retirement income management.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Biblically Responsible Investing
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
William Feus is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
William Feus is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
William Feus is a Retirement Income Certified Professional® (RICP®)
A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
William Feus is an Accredited Asset Management Specialist
Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
William Feus is a Certified College Funding Specialist (CCFS®)
A CCFS® (Certified College Funding Specialist) is the only resource qualified to share prudent tax, financial, cash flow, and lending advice that helps families lower the costs of college and pay the tuition bill. Each CCFS® is required to adhere to the highest standards of professional competence, ethical standards, and continuous professional education in the college financial planning field. They are qualified and committed to making financial recommendations in your best interest.
William Feus holds the Certification in Long-Term Care (CLTC®)
The CLTC® (Certification in Long-Term Care) program was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families. The designation has been recognized and supported by The American College, CFP® Board, NAIFA, NAHU and major insurance carriers.
William Feus is a Registered Life Planner® (RLP®)
A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.
Contact William Feus
4265 Birkshire Hts
Fort Mill, SC 29708