Grace Trewartha
MAPT Capital · Madison, Wisconsin
Grace Trewartha is a fee-only financial advisor at MAPT Capital in Madison, Wisconsin. Grace charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $5,000 and 1.2% a year on the first tier of assets managed) and focuses on cross-border (US / Canada), estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Cross-border families
- Executives
- Pre-retirees
- Multi-generational families
Facts
| Firm | MAPT Capital |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 · 1.2% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $10.1M across 42 accounts |
| SEC registration | Investment adviser representative in WI · CRD 4906746 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | maptcapital.com |
| Profile |
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Questions about Grace
Is Grace Trewartha a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grace holds no broker registration, and MAPT Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grace charge for financial advice?
Grace charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Grace charge?
According to MAPT Capital's website, checked October 30, 2026: one-time plans from $5,000; 1.2% a year on the first tier of assets managed.
Where is Grace Trewartha based?
Grace Trewartha is based in Madison, Wisconsin.
What does Grace specialize in?
Grace's specialties include cross-border (US / Canada), estate & legacy planning, retirement planning, tax planning, equity compensation and small business owners. Grace works with cross-border families, executives, pre-retirees and multi-generational families.
Is Grace Trewartha registered with the SEC?
Yes. Grace Trewartha is registered as an investment adviser representative in WI (CRD 4906746), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MAPT Capital manage?
MAPT Capital reports $10.1M across 42 accounts in assets under management.
How do I contact Grace Trewartha?
Through Grace's website, maptcapital.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
- MAPT Capital 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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