Dave Grant
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Retirement Matters, Inc. · Barrington, Illinois
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Stock Option Planning
- Risk Management
- Real Estate Advisory
- Portfolio Management
- Pension Planning
- Life Transition Planning
- Insurance/Risk Management
- Individual Tax Services
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 |
| Assets under management | $25M - $100M |
| Firm founded | 2013 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in IL · CRD 5862846 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | Www.retirementmatters.co |
| Profile |
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Questions about Dave
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Retirement Matters, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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