A complete list of active advisors currently associated with Gratus Wealth Strategies LLC

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

Gratus Wealth Strategies LLC provides wealth management and financial planning services to individuals and high‑net‑worth clients, overseeing about $50 million for roughly 40 client relationships. The firm is fee‑only and charges percentage‑of‑AUM advisory fees, with a stated $500,000 account minimum that reflects a focus on HNW clients rather than non‑high‑net‑worth retail individuals. The firm’s investment approach combines modern portfolio theory and fundamental analysis to set asset‑allocation targets and build portfolios using a mix of passive and active funds, with discretionary trading authority to implement those strategies. Financial planning is offered at no additional fee on an opt‑in basis, and the adviser may recommend alternative investments or other non‑traditional assets when suitable for a client’s goals and risk tolerance. A few practices distinguish the firm from many peers: the principal has disclosed outside activity advising a private offering and ownership of a private‑equity holding entity, and the firm discloses paying third‑party solicitors for client referrals. The firm also requires clients to custody assets on an institutional Charles Schwab platform and does not accept proxy‑voting responsibilities, leaving voting and corporate action decisions to clients.

To learn more about the advisors currently working at Gratus Wealth Strategies 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.