Gregory Todd Warner

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 07/2019
  Hines & Warner Wealth Management, Llc
  Portland, OR
• 07/2019 → Present
  Adero Partners, Llc
  Portland, OR
• 05/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2019-07-02 → 2025-06-27
  Adero Partners, Llc
  Portland, OR
  Whitefish, MT
• 2007-11-30 → 2019-07-17
  Hines Warner Wealth Management, Llc
  Portland, OR
• 2007-10-24 → 2007-12-04
  Raymond James Financial Services, Inc.
  Portland, OR
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-09
• S63 Uniform Securities Agent State Law Examination
  2004-04-09

Designations

• Certified Financial Planner