# Christopher Grant

> Christopher Grant is a fee-only financial advisor at Grant Koehler & Levin in Mequon, Wisconsin. Christopher charges a percentage of assets (0.5%–1.2% a year of assets managed).

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

## Facts

- **Firm:** Grant Koehler & Levin
- **Based in:** Mequon, Wisconsin
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1.2% a year of assets managed
- **Assets under management (firm):** $289.4M across 195 accounts
- **CRD:** 1428008 (https://adviserinfo.sec.gov/individual/summary/1428008)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (1992)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.dollarsatwork.com

## Frequently asked questions

### Is Christopher Grant a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Grant Koehler & Levin reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christopher charge for financial advice?

Christopher charges a percentage of assets.

### How much does Christopher charge?

According to Grant Koehler & Levin's website, checked October 30, 2026: 0.5%–1.2% a year of assets managed.

### Where is Christopher Grant based?

Christopher Grant is based in Mequon, Wisconsin.

### Is Christopher Grant registered with the SEC?

Yes. Christopher Grant is registered as an investment adviser representative in WI (CRD 1428008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Grant Koehler & Levin manage?

Grant Koehler & Levin reports $289.4M across 195 accounts in assets under management.

### How do I contact Christopher Grant?

Through Christopher's website, www.dollarsatwork.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1428008): 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://dollarsatwork.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.