# Connor Graham

> Connor Graham is a fee-only financial advisor at Graham Wealth Management in Panama City Beach, Florida. Connor focuses on retirement planning. Graham Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Graham Wealth Management
- **Based in:** Panama City Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.5M across 54 accounts
- **Specialties:** Retirement planning
- **Works with:** Early-career professionals, Pre-retirees
- **CRD:** 7114947 (https://adviserinfo.sec.gov/individual/summary/7114947)
- **SEC registration:** Investment adviser representative in FL, MD
- **Exams passed:** Series 66 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.grahamwm.us

## Frequently asked questions

### Is Connor Graham a fee-only financial advisor?

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

### How does Connor charge for financial advice?

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

### Does Connor work with clients virtually?

Yes. Graham Wealth Management says on its website that it works with clients remotely.

### Where is Connor Graham based?

Connor Graham is based in Panama City Beach, Florida.

### What does Connor specialize in?

Connor's specialties include retirement planning. Connor works with early-career professionals and pre-retirees.

### Is Connor Graham registered with the SEC?

Yes. Connor Graham is registered as an investment adviser representative in FL and MD (CRD 7114947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Graham Wealth Management manage?

Graham Wealth Management reports $3.5M across 54 accounts in assets under management.

### How do I contact Connor Graham?

Through Connor's website, www.grahamwm.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7114947): 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://grahamwm.us/): 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.