Brendan Willmann
Granada Wealth Management · Davidson, North Carolina
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.
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Who they serve
- Retirees
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 | $171.4M across 665 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC, TX · CRD 4252542 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | granadawm.com |
| Profile |
How Brendan's firm compares
- Granada Wealth Management's average account is about $258,000, from its Form ADV (assets managed divided by 665 accounts).
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Questions about Brendan
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.
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
- Granada Wealth Management 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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