Brandon Grundy
Ridgeview Financial Planning · Santa Rosa, California
Brandon Grundy is a fee-only financial advisor at Ridgeview Financial Planning in Santa Rosa, California, who holds the CFP credential. Brandon charges a percentage of assets and hourly fees (no asset minimum).
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Ridgeview Financial Planning |
|---|---|
| Based in | Santa Rosa, California |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | No asset minimum |
| Assets under management | $110.0M across 350 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 4687607 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.ridgeviewfp.com |
How Brandon's firm compares
- Ridgeview Financial Planning's average account is about $314,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Brandon
Is Brandon Grundy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Ridgeview Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon charges a percentage of assets and hourly fees.
How much does Brandon charge?
According to Ridgeview Financial Planning's website, checked October 30, 2026: no asset minimum.
Where is Brandon Grundy based?
Brandon Grundy is based in Santa Rosa, California.
What credentials does Brandon Grundy hold?
Brandon Grundy holds the CFP credential.
Is Brandon Grundy registered with the SEC?
Yes. Brandon Grundy is registered as an investment adviser representative in CA, FL and TX (CRD 4687607), 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 Ridgeview Financial Planning manage?
Ridgeview Financial Planning reports $110.0M across 350 accounts in assets under management.
How do I contact Brandon Grundy?
Through Brandon's website, www.ridgeviewfp.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
- Ridgeview Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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