# Grant Joiner

> Grant Joiner is a fee-only financial advisor at Vineyard Wealth Group in Vineyard Haven, Massachusetts, who holds the CFP, AAMS and EA credentials. Grant charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $1,000 a year and one-time plans from $1,000) and focuses on estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/grant-joiner/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Vineyard Wealth Group
- **Based in:** Vineyard Haven, Massachusetts
- **Fee model:** Percentage of assets; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,000 a year; one-time plans from $1,000; 1% a year on the first tier of assets managed; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $22.9M across 79 accounts
- **Credentials:** CFP, AAMS, EA
- **Specialties:** Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 5287453 (https://adviserinfo.sec.gov/individual/summary/5287453)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2007), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://vineyardwealthgroup.com

## Frequently asked questions

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

Yes. Grant Joiner is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Grant's firm.

### How does Grant charge for financial advice?

Grant charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### How much does Grant charge?

According to Vineyard Wealth Group's website, checked October 28, 2026: ongoing planning from $1,000 a year; one-time plans from $1,000; 1% a year on the first tier of assets managed; no asset minimum.

### Where is Grant Joiner based?

Grant Joiner is based in Vineyard Haven, Massachusetts.

### What does Grant specialize in?

Grant's specialties include estate & legacy planning and tax planning. Grant works with retirees, pre-retirees and multi-generational families.

### What credentials does Grant Joiner hold?

Grant Joiner holds the CFP, AAMS and EA credentials.

### Is Grant Joiner registered with the SEC?

Yes. Grant Joiner is registered as an investment adviser representative in MA (CRD 5287453), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Vineyard Wealth Group manage?

Vineyard Wealth Group reports $22.9M across 79 accounts in assets under management.

### How do I contact Grant Joiner?

Through Grant's website, vineyardwealthgroup.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/grant-joiner-94169): XYPN members are 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://www.vineyardwealthgroup.com/): 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.