Grace Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
With approximately $32.7 million in client assets under management, the firm provides financial planning, portfolio management, retirement-plan advice and business consultation to individuals (including high-net-worth clients), small businesses, foundations and charitable organizations. It also offers periodic educational workshops and integrates topics such as cash flow, tax planning, estate considerations and employee benefits into client engagements.
The firm’s investment approach emphasizes fundamental analysis and strategic asset management with a focus on long-term growth, income and capital preservation, using a mix of active and passive strategies across mutual funds, ETFs, individual equities, fixed income, REITs and MLPs. It develops written investment guidelines tailored to each client, typically manages accounts on a discretionary basis, and conducts periodic reviews to align allocations with time horizon, risk tolerance and tax considerations.
Notable distinctions include that the firm’s principal is licensed as an insurance agent and may recommend annuities or other insurance products for which commissions and renewal payments may be received; the brochure states such capacities and potential conflicts will be disclosed in advance. The firm also highlights its use of a preferred custodian that provides operational and technology support to the adviser and offers complimentary, education-only workshops—elements the firm discloses and monitors as potential sources of conflict.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.80% annually $4,000,001+: 0.60% annually
$200 per hour, billed in six-minute increments for financial planning services
Main office
West Chester PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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