Grant Private Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“One-time financial plan Financial Planning Services are offered based either for an hourly fee of $250 per hour or for a flat fee between $1,500 and $15,000.”

Flat or project fee

$1,500⁠-⁠$15,000

From the same sentence as above.

Annual fee

$10,000/yr

“Ongoing consultation GPWM will charge an annual fee of no more than $10,000 for ongoing consulting services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Grant Private Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Ongoing check-ins via phone, email or in person meeting for accountability, encouragement and to address changes along the way.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If cash and/or -5Grant Private Wealth Management securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion.”

How Grant Private Wealth Management’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Pleasanton that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the California median of $5,000. 75% of the 796 other California planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Pleasanton that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
• 2 of the 2 other planners in Pleasanton that publish an annual fee charge less.

About Grant Private Wealth Management

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

238

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$254,990,700

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292917

Website

facebook.com/pages/category/Company/Grant-Private-Wealth-Management-Inc-814358762067758 (opens in new tab)

Phone

(925) 378-5000

Can advise clients in 6 states: California, Colorado, Georgia, Texas, Utah, Virginia

Other planners in Pleasanton that publish fees

• Abundance AdvisersPleasanton$500/hr, $500
• Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
• Carr Wealth Management LLCPleasanton$150/hr
• Golkonda Investment AdvisorsPleasanton$500⁠-⁠$10,000
• Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000
• Mirador Capital PartnersPleasanton$2,500

Compare all 14 planners in Pleasanton