SHARPER & GRANITE LLC
SEC RegisteredEvidence-Based Investment Guidance Rooted in Trust and Precision
About the firm
At Sharper & Granite, we help individuals, families, and business owners make confident financial decisions through disciplined, research-driven investing. Since 2003, our mission has been clear: to bring clarity to complexity and guide our clients toward long-term financial success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Financial Modeling, Retirement Planning, Socially Responsible Investing, Tax & Estate Planning Guidance, and Funding Education
Who they serve
Individuals, families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 59 | $20M |
| High Net Worth Individuals | 65 | $307M |
| Charitable Organizations | 6 | $21M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| < $200,000 | 1.80% |
| $200,000 - $400,000 | 1.70% |
| $400,001 - $800,000 | 1.60% |
| $800,001 - $1,000,000 | 1.50% |
| $1,000,001 - $2,000,000 | 1.40% |
| $2,000,001 - $3,000,000 | 1.30% |
| $3,000,001 - $4,500,000 | 1.00% |
| > $4,500,001 | — |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SHARPER & GRANITE 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.