Grosso Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grosso Wealth Management provides fee-only financial planning and discretionary portfolio management primarily for individual clients, including high-net-worth individuals, and also offers consulting to employer-sponsored retirement plans. The firm also delivers project-based financial plans and educational seminars as alternative delivery options.
The firm tailors services through an initial planning process and typically integrates ongoing financial planning with portfolio management; it generally follows a passive, long-term buy-and-hold investment approach and does not engage in market timing. Portfolio management is provided on a discretionary basis, and clients may request reasonable investment restrictions or choose standalone, fixed-fee planning engagements.
What is notable for a small, independent adviser is the firm’s retirement plan and pension consulting practice, including providing advisory services to plan sponsors and acting in ERISA fiduciary capacities under Section 3(21) and/or 3(38), a service less commonly offered by peers of this size. The firm is led by a sole principal who holds the CFP® designation, operates as a fee-only adviser with roughly $3.76 million in discretionary AUM, and supplements its advisory work with seminars and project-based planning engagements.
Client services
Expertise
Fee options
Fixed fee for Project-Based Financial Planning from $0 to $50,000
$0+: 1.00% $0 - $999,999: 1.00% $1,000,000 - $9,999,999: 0.50% $10,000,000+: 0.25%
Fee-only: Fixed fees for Project-Based Financial Planning from $0 to $50,000; Retirement Plan Consulting fixed fees $0 - $50,000 per quarter
Main office
Montclair NJ
Advisors at this office
1
Most active in
Connecticut · New Jersey · Virginia
Also doing business as
Grosso Wealth Management LLC · Pascack Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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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