A complete list of active advisors currently associated with Grand Wealth Management, LLC

Warmer can help you find a great advisor at Grand Wealth Management, LLC or one who fits your needs even better.

Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, institutional investment management and retirement plan advisory services to individuals, families, foundations, endowments and employer-sponsored plans. The firm acts as a fiduciary to its clients and states it does not accept commission-based compensation for investment products. The firm follows a systematic, written wealth management process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs (including substantial use of Dimensional Fund Advisors and Vanguard funds). It may recommend independent managers or externally managed alternative investments for qualified clients, performs ongoing oversight of those managers, and conducts periodic rebalancing and annual or more frequent client reviews. Grand Wealth is notable for its scale relative to its client base, managing nearly $600 million for roughly 150 clients through a mid-sized advisor team, indicating a focus on high-net-worth and institutional relationships. The firm maintains institutional custody arrangements and an institutional relationship with a major custodian (providing platform services and third-party support) and discloses custody-related practices that include direct fee deduction and, in some cases, access to held-away account credentials that trigger independent surprise examinations.

To learn more about the advisors currently working at Grand Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.