Grady Kozak
BlueDoor Private Wealth · Beverly, Massachusetts
Grady Kozak is a fee-only financial advisor at BlueDoor Private Wealth in Beverly, Massachusetts. Grady focuses on tax planning, retirement planning and small business owners. BlueDoor Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | BlueDoor Private Wealth |
|---|---|
| Based in | Beverly, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $337.3M across 432 accounts |
| SEC registration | Investment adviser representative in MA, NY · CRD 8156980 |
| Exams passed | Series 65 (2025) · Series 66 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bluedoorprivate.com |
How Grady's firm compares
- BlueDoor Private Wealth's average account is about $781,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Grady
Is Grady Kozak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grady holds no broker registration, and BlueDoor Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grady charge for financial advice?
Grady's firm, BlueDoor Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grady Kozak based?
Grady Kozak is based in Beverly, Massachusetts.
What does Grady specialize in?
Grady's specialties include tax planning, retirement planning and small business owners.
Is Grady Kozak registered with the SEC?
Yes. Grady Kozak is registered as an investment adviser representative in MA and NY (CRD 8156980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BlueDoor Private Wealth manage?
BlueDoor Private Wealth reports $337.3M across 432 accounts in assets under management.
How do I contact Grady Kozak?
Through Grady's website, www.bluedoorprivate.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
- BlueDoor Private Wealth 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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