Connor Graham
Graham Wealth Management · Panama City Beach, Florida
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.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
Facts
| Firm | Graham Wealth Management |
|---|---|
| Based in | Panama City Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $3.5M across 54 accounts |
| SEC registration | Investment adviser representative in FL, MD · CRD 7114947 |
| Exams passed | Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.grahamwm.us |
| Profile |
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Questions about Connor
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.
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
- Graham 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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