Brett Grossman
Factor Wealth Management · Chicago, Illinois
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.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
- High earners
- Multi-generational families
Facts
| Firm | Factor Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $781.0M across 880 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 7979274 |
| Exams passed | Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | factorwealth.com |
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Questions about Brett
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.
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
- Factor 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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