# Colbey Grisar

> Colbey Grisar is a fee-only financial advisor at Boardwalk Financial Strategies in Hartland, Wisconsin. Colbey charges a percentage of assets (typically works with clients with $2,000,000 or more).

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

## Facts

- **Firm:** Boardwalk Financial Strategies
- **Based in:** Hartland, Wisconsin
- **Fee model:** Percentage of assets
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Assets under management (firm):** $197.6M across 593 accounts
- **Works with:** Executives
- **CRD:** 8117764 (https://adviserinfo.sec.gov/individual/summary/8117764)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.boardwalk-fs.com

## Frequently asked questions

### Is Colbey Grisar a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Colbey holds no broker registration, and Boardwalk Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Colbey charge for financial advice?

Colbey charges a percentage of assets.

### How much does Colbey charge?

According to Boardwalk Financial Strategies's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is Colbey Grisar based?

Colbey Grisar is based in Hartland, Wisconsin.

### Is Colbey Grisar registered with the SEC?

Yes. Colbey Grisar is registered as an investment adviser representative in WI (CRD 8117764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boardwalk Financial Strategies manage?

Boardwalk Financial Strategies reports $197.6M across 593 accounts in assets under management.

### How do I contact Colbey Grisar?

Through Colbey's website, www.boardwalk-fs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8117764): 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://boardwalk-fs.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.