A complete list of active advisors currently associated with Graney & King, LLC

Warmer can help you find a great advisor at Graney & King, LLC or one who fits your needs even better.

Graney & King provides asset management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts and employer plans. The firm reports discretionary management of roughly $484 million across about 791 client relationships supported by four advisors. Investment services are delivered largely through LPL Financial’s Strategic Wealth Management platform and several LPL‑sponsored programs (Optimum Market Portfolios, Personal Wealth Portfolios, Model Wealth Portfolios and Manager Access Select), using model portfolios, mutual funds, ETFs and third‑party SMA managers with regular review and rebalancing. The brochure discloses that the firm may use borrowing/margin in client accounts (including separately managed accounts) and assesses advisory fees on positions purchased on margin. The firm’s structure includes dually registered personnel who act as broker‑dealer representatives and as insurance agents, and the brochure explains the potential for commission‑based compensation on product sales outside advisory accounts. Combined with a comparatively high client load per advisor and reliance on custodial and sponsored program relationships with LPL and Schwab (including disclosed transition assistance and platform support), these features shape how the firm delivers advice and are identified as potential conflicts of interest in its disclosure materials.

To learn more about the advisors currently working at Graney & King, 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.