Grantd Wealth, Inc. fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 10, 2026, Grantd Wealth, Inc. charges a flat or project fee of $2,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$15,000
“In these standalone financial planning engagements, the Firm charges a onetime flat fee that generally ranges from $2,000 to $15,000 and may be negotiable depending on the scope of services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Grantd Wealth, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are assessed on a quarterly basis in arrears.”
- “Fees may be billed in advance or paid in periodic installments, with the balance due upon completion of the plan.”
- “The Firm accepts payments via physical check or electronic funds transfer.”
How Grantd Wealth, Inc.’s fees compare
- Its flat or project fee of $2,000-$15,000 spans the Colorado median of $5,250. 74% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 24 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Grantd Wealth, Inc.
“The firm offers a suite of advisory services, including asset management on a discretionary or non-discretionary basis, consulting services, financial planning, and retirement services.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 4
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340110
- Phone
- (949) 416-5343
Can advise clients in 4 states: California, Colorado, Illinois, Texas
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.