Colbey Grisar
Boardwalk Financial Strategies · Hartland, Wisconsin
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).
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Who they serve
- Executives
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 | $197.6M across 593 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8117764 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.boardwalk-fs.com |
How Colbey's firm compares
- Boardwalk Financial Strategies's average account is about $333,000, from its Form ADV (assets managed divided by 593 accounts).
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Questions about Colbey
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.
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
- Boardwalk Financial Strategies 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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