# Brendan Willmann

> Brendan Willmann is a fee-only financial advisor at Granada Wealth Management in Davidson, North Carolina, who holds the CFP and CFA credentials. Granada Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brendan-willmann/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Granada Wealth Management
- **Based in:** Davidson, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $171.4M across 665 accounts
- **Credentials:** CFP, CFA
- **Works with:** Retirees
- **CRD:** 4252542 (https://adviserinfo.sec.gov/individual/summary/4252542)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2000), Series 65 (2000)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://granadawm.com

## Frequently asked questions

### Is Brendan Willmann a fee-only financial advisor?

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

### How does Brendan charge for financial advice?

Brendan's firm, Granada Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brendan Willmann based?

Brendan Willmann is based in Davidson, North Carolina.

### What credentials does Brendan Willmann hold?

Brendan Willmann holds the CFP and CFA credentials.

### Is Brendan Willmann registered with the SEC?

Yes. Brendan Willmann is registered as an investment adviser representative in NC and TX (CRD 4252542), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Granada Wealth Management manage?

Granada Wealth Management reports $171.4M across 665 accounts in assets under management.

### How do I contact Brendan Willmann?

Through Brendan's website, granadawm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4252542): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.granadawm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.