Granada Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Granada Wealth Management is an independent, single-advisor SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses and retirement plans. The firm provides discretionary investment management, comprehensive financial planning, and corporate retirement plan advisory services and commonly charges asset-based advisory fees.
The firm’s investment approach emphasizes long-term portfolio construction, typically using exchange-traded funds alongside mutual funds, U.S. Treasuries and cash, with fundamental analysis guiding security selection; positions may be held long term but can be traded sooner for rebalancing, tax, or client cash needs. For retirement plans, Granada provides ERISA-focused consulting and fiduciary services including prior vendor analysis, investment policy statement design, ongoing investment oversight (ERISA 3(21)), fund recommendations and participant education.
What distinguishes Granada from many solo independent advisers is the affiliation with an accounting/tax practice — the principal also offers tax preparation and accounting services through a related business — and the firm’s active pension-consulting practice. The brochure also notes the principal’s multiple professional credentials (CFA, CPA, CFP, EA) and that the firm manages roughly $171 million in discretionary assets for about 76 clients while maintaining these additional advisory and insurance-related activities as separate businesses.
Client services
Expertise
Fee options
Flat annual fee for corporate retirement plan advisory services or asset-based fee up to 1.00% annually
Commissions earned by Mr. Willmann for insurance sales, separate from advisory fees
Financial planning services at $300 per hour
Minimum fee: Annual fee range of $3,000 - $18,000 for financial planning and investment management services Fee-only: Fixed annual fee of $3,000 - $18,000 for financial planning and investment management services
Main office
210 Delburg Street, Suite 326
Davidson NC 28036
Advisors at this office
1
Most active in
Kentucky · North Carolina · Ohio · South Carolina · Tennessee · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
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