Granite Rose Wealth Alliance LLC
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About
Granite Rose Wealth Alliance serves individual and high-net-worth clients as well as trusts, estates and small businesses, offering discretionary investment management alongside comprehensive financial planning. Financial planning is offered both as targeted, project-based engagements and an ongoing “Strategic Compass” retainer model for clients who want continual planning oversight.
The firm builds diversified, ETF-centered portfolios using a suite of named model strategies (for example, Foundational Dividend & Growth, Active Equity Growth, Foundational Income & Bond, Alternative Income & Diversifiers, and Core Equity) and customizes allocations to client constraints and tax considerations. It combines fundamental and technical analysis, employs a quantified risk spectrum (scored 1–99) to calibrate portfolios, and may engage separate account managers or individual bonds and mutual funds when appropriate.
Granite Rose is operated as a single-advisor practice formed in 2023 and holds a state life and health insurance producer license, though the firm discloses the principal does not sell insurance products to or receive commissions from firm clients. For a firm of its size, its stated willingness to include alternative and private asset exposures (private equity, private debt, interval credit funds and target outcome ETFs) within model allocations and its use of standing letters of authorization for third‑party transfers are notable operational features.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees ranging from $1,000 to $10,000 depending on scope and complexity.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.65% $4,000,001 - $5,000,000: 0.55% $5,000,001 - upward: 0.45%
Certain supervised persons may offer insurance products under commission arrangements (but firm does not receive commissions).
Financial planning charged at $300 per hour depending on the scope and professional rendering the service.
Financial planning annual retainer fee of $3,600 ($300 per month) for ongoing planning service called The Strategic Compass available to clients with over $350,000 in assets or on retainer.
Account minimum: $350,000 Fee-only: Financial planning fees: annual retainer $3,600 ($300/month), fixed fees $1,000 to $10,000, hourly $300 per hour.
Main office
350 Passaic Avenue, Suite 103
Fairfield NJ 07004
Advisors at this office
1
Most active in
New Jersey · New York · 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:
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.
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