Grafton Howland
Howland Advisory · Dallas, Texas
Grafton Howland is a fee-only financial advisor at Howland Advisory in Dallas, Texas, who holds the CFP credential. Grafton focuses on estate & legacy planning. Howland Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Grafton →
Specialties
Facts
| Firm | Howland Advisory |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.6M across 46 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 728723 |
| Exams passed | Series 63 (1981) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.howlandadvisory.com |
| Profile |
How Grafton's firm compares
- Howland Advisory's average account is about $643,000, from its Form ADV (assets managed divided by 46 accounts).
Request an introduction to Grafton
Tell Grafton a little about what you're looking for. Grafton isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Grafton
Is Grafton Howland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grafton holds no broker registration, and Howland Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grafton charge for financial advice?
Grafton's firm, Howland Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grafton Howland based?
Grafton Howland is based in Dallas, Texas.
What does Grafton specialize in?
Grafton's specialties include estate & legacy planning.
What credentials does Grafton Howland hold?
Grafton Howland holds the CFP credential.
Is Grafton Howland registered with the SEC?
Yes. Grafton Howland is registered as an investment adviser representative in TX (CRD 728723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Howland Advisory manage?
Howland Advisory reports $29.6M across 46 accounts in assets under management.
How do I contact Grafton Howland?
Through Grafton's website, www.howlandadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on estate & legacy planning
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
- Howland Advisory 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.
See something wrong? Request a correction. Read our methodology.