Grundy Financial Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and discretionary investment management services to individuals (including non‑HNW and high‑net‑worth clients), families, and small businesses. Services include comprehensive written financial plans, limited‑scope consulting, and ongoing portfolio supervision.
Its investment approach emphasizes strategic asset allocation informed by Modern Portfolio Theory, with portfolios built mainly from mutual funds and ETFs and, to a lesser extent, individual securities and securities components of variable annuities. Portfolios are managed with a long‑term orientation and periodic review and rebalancing tied to clients’ risk tolerance and objectives rather than systematic short‑term trading.
Notable distinctions in the brochure include offering limited hourly planning engagements and an explicit willingness to serve individual non‑HNW clients—both less common among peer investment managers—and disclosure that the firm may advise on or use other financial products such as variable‑annuity components. The firm is a single‑owner practice whose owner conducts active gold‑futures trading outside the advisory business and reports that trading as a primary source of personal income; the brochure also discloses a recommended custodian relationship that provides research and support services.
Client services
Expertise
Fee options
Fixed fee for comprehensive financial planning typically between $3,200 and $4,500
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
Typical hourly fee of $215 for limited financial planning engagements
Account minimum: No account minimum for investment management services, but a minimum annual fee of $1,800 applies Minimum fee: Minimum annual fee of $1,800 for investment management services Fee-only: Fees charged are fee-only (no commissions)
Main office
Township of Washington NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Grundy Financial Advisory Services · Grundy Financial Advisory Services, 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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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