W Wellspent Public advisor graph
Wellspent public graph/Advisors/Anuj Grover
Advisor

Anuj Grover

Lake Street · Bethesda, Maryland

Anuj Grover is a fee-only financial advisor at Lake Street in Bethesda, Maryland, who holds the CFP credential. Lake Street reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

Request an introduction to Anuj →

Facts

FirmLake Street
Based in Bethesda, Maryland
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.16B across 2,012 accounts
CredentialsCFP
SEC registration Investment adviser representative in IL, MD · CRD 4199595
Exams passedSeries 63 (2001) · Series 66 (2013)
Firm size9 employees
Disclosures Reported; see the SEC record
Websitewww.clarity-fg.com

How Anuj's firm compares

  • Lake Street's average account is about $576,000, from its Form ADV (assets managed divided by 2,012 accounts).

What fee-only advisors charge in Maryland

Request an introduction to Anuj

Tell Anuj a little about what you're looking for. Anuj isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Anuj

Is Anuj Grover a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anuj holds no broker registration, and Lake Street reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Anuj charge for financial advice?

Anuj's firm, Lake Street, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Anuj Grover based?

Anuj Grover is based in Bethesda, Maryland.

What credentials does Anuj Grover hold?

Anuj Grover holds the CFP credential.

Is Anuj Grover registered with the SEC?

Yes. Anuj Grover is registered as an investment adviser representative in IL and MD (CRD 4199595), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Lake Street manage?

Lake Street reports $1.16B across 2,012 accounts in assets under management.

How do I contact Anuj Grover?

Through Anuj's website, www.clarity-fg.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

See something wrong? Request a correction. Read our methodology.