# Dave Grant

> Dave Grant is a fee-only financial advisor at Retirement Matters, Inc. in Barrington, Illinois, who holds the CFP credential. Dave charges a percentage of assets and a one-time planning fee (one-time plans from $5,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning, family wealth transfer and equity compensation.

Page: https://find.wellspent.co/advisors/dave-grant/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Retirement Matters, Inc.
- **Based in:** Barrington, Illinois
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $5,000; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25M - $100M
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer, Equity compensation, Real estate investors, Pension planning, Estate & legacy planning, Tax planning
- **Works with:** High earners, Ultra high net worth, Executives, Early-career professionals, Pre-retirees, Retirees, Multi-generational families
- **CRD:** 5862846 (https://adviserinfo.sec.gov/individual/summary/5862846)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** Www.retirementmatters.co

## About

The journey to retirement isn't always smooth.

Even successful executives face challenges:

- Hidden tax burdens eating away at wealth
 - Investment strategies misaligned with retirement goals
 - Complex decisions about stock options
 - Uncertainty about maintaining lifestyle
 - Missed opportunities for wealth preservation

You need a trusted partner who understands these challenges and can help you overcome them.

## Frequently asked questions

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

Yes. Dave Grant is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dave's firm.

### How does Dave charge for financial advice?

Dave charges a percentage of assets and a one-time planning fee.

### How much does Dave charge?

According to Retirement Matters, Inc.'s website, checked October 28, 2026: one-time plans from $5,000; 1% a year on the first tier of assets managed.

### Where is Dave Grant based?

Dave Grant is based in Barrington, Illinois.

### What does Dave specialize in?

Dave's specialties include retirement planning, family wealth transfer, equity compensation, real estate investors, pension planning and estate & legacy planning. Dave works with high earners, ultra high net worth, executives, early-career professionals and pre-retirees.

### What credentials does Dave Grant hold?

Dave Grant holds the CFP credential.

### Is Dave Grant registered with the SEC?

Yes. Dave Grant is registered as an investment adviser representative in IL (CRD 5862846), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Retirement Matters, Inc. manage?

Retirement Matters, Inc. reports $25M - $100M in assets under management.

### How do I contact Dave Grant?

Through Dave's website, Www.retirementmatters.co.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://retirementmatters.co/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.