GranderSon Wealth Management Group Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,500,000
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
239
7% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
239
Very HighAverage account size
$102,510
About
The firm is a fee-based independent advisory practice that provides personalized financial planning and portfolio management to individuals, trusts, estates, small businesses, and participant-directed retirement plans. It serves both retail clients and institutional plan sponsors, offering investment advice, estate and tax planning support, and education for plan participants.
Investment decisions are guided by a mix of fundamental and technical analysis, a client behavioral questionnaire to assess risk tolerance, and diversified model portfolios sourced from third-party providers (SEI and AssetMark). Portfolios are constructed using strategic, tactical (constrained and unconstrained), and absolute-return approaches, and most assets are managed on a discretionary basis with periodic reviews and client reporting through custodial statements and online access.
Distinctive features include an unusually high client load for a solo practitioner (239 clients) and a notable institutional/plan advisory practice that includes investment platform analysis, investment policy statement development, participant education, and ongoing monitoring of plan investment vehicles — services that are uncommon among similar independent firms. The brochure also discloses a 2017 regulatory settlement related to upfront fees on direct-participation programs, after which affected clients were reimbursed, and it notes use of third‑party insurance and custodial relationships (including DPL, AssetMark, and SEI) that supplement its service offerings.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Occupation focus
Retired
Founder/Business Owner
Fee options
$0 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.85% $5,000,001+: 0.65%
$250/hour
Account minimum: $25,000
Main office location
GranderSon Wealth Management Group Inc
501 South Cherry Street, Eleventh Floor
Denver CO 80246, United States
Number of offices
1
Most active in
GranderSon Wealth Management Group Inc has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
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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