Grounded Wealth

Grounded Wealth is a state-registered independent investment adviser that serves individuals, families, and households with both comprehensive wealth-management services and a separate fixed-fee financial planning membership option for clients earlier in the wealth-building process. The firm manages roughly $31.4 million on a discretionary basis for a small number of clients and offers ongoing planning, reporting, and, where engaged, discretionary investment management.

The firm takes a flexible, client-specific investment approach, using passive and active strategies, third-party model portfolios, and custodial platform tools as appropriate to a client’s goals, risk tolerance, and tax circumstances. Grounded Wealth provides continuous monitoring and consolidated reporting through an online portal (including reporting-only treatment of outside accounts) and generally exercises discretionary trading authority for managed accounts, while placing trades individually rather than aggregating block orders.

Notable features that distinguish the firm include a subscription-style fixed-fee planning offering with an option to add discretionary management, participation in a paid referral arrangement with Zoe Financial, and an affiliated technology venture (Zero2m LLC) alongside exclusive use of a third-party estate-planning platform (Wealth.com); the brochure discloses these relationships and steps the firm has taken to address related conflicts. The firm also discloses that it does not accept custody of client assets and does not vote client proxies.