Grantvest Financial Group LLC
SEC RegisteredYou have goals, we have expertise. Together, we can chart a course to your financial success.
About the firm
Grantvest is an independent, fiduciary financial planning firm specializing in comprehensive planning. They take a team-based approach and design customized planning strategies, working collaboratively with clients on all issues related to financial and retirement planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services range from financial planning to investment management, including comprehensive financial planning, retirement planning, and customized planning strategies.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 420 | $82M |
| High Net Worth Individuals | 200 | $135M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 2.00% |
| Next $250,000 | 2.00% |
| Next $500,000 | 2.00% |
| Next $1,500,000 | 2.00% |
| Next $2,500,000 | 2.00% |
| Next $5,000,000 | 1.50% |
| Next $10,000,000 | 1.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Grantvest Financial Group LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched