Grant Joiner
Vineyard Wealth Group · Vineyard Haven, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
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 |
| Assets under management | $22.9M across 79 accounts |
| Credentials | CFP · AAMS · EA |
| SEC registration | Investment adviser representative in MA · CRD 5287453 |
| Exams passed | Series 63 (2007) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | vineyardwealthgroup.com |
| Profile |
How Grant's firm compares
- Ongoing planning starts at $1,000 a year, below the Massachusetts median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Vineyard Wealth Group's average account is about $290,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Grant
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Vineyard Wealth Group 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 21, 2026.
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