# Brett Grossman

> Brett Grossman is a fee-only financial advisor at Factor Wealth Management in Chicago, Illinois. Brett focuses on tax planning, estate & legacy planning and retirement planning. Factor Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Factor Wealth Management
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $781.0M across 880 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Founders (pre-exit), Equity compensation
- **Works with:** Founders, Executives, Retirees, High earners, Multi-generational families
- **CRD:** 7979274 (https://adviserinfo.sec.gov/individual/summary/7979274)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://factorwealth.com/

## Frequently asked questions

### Is Brett Grossman a fee-only financial advisor?

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

### How does Brett charge for financial advice?

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

### Where is Brett Grossman based?

Brett Grossman is based in Chicago, Illinois.

### What does Brett specialize in?

Brett's specialties include tax planning, estate & legacy planning, retirement planning, founders (pre-exit) and equity compensation. Brett works with founders, executives, retirees, high earners and multi-generational families.

### Is Brett Grossman registered with the SEC?

Yes. Brett Grossman is registered as an investment adviser representative in IL and TX (CRD 7979274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Factor Wealth Management manage?

Factor Wealth Management reports $781.0M across 880 accounts in assets under management.

### How do I contact Brett Grossman?

Through Brett's website, factorwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7979274): 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://factorwealth.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.