# Grant Ter-Avanesyan

> Grant Ter-Avanesyan is a fee-only financial advisor at Grant Private Wealth Management in Pleasanton, California, who holds the CFP credential. Grant Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/grant-ter-avanesyan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Grant Private Wealth Management
- **Based in:** Pleasanton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $255.0M across 569 accounts
- **Credentials:** CFP
- **CRD:** 5414528 (https://adviserinfo.sec.gov/individual/summary/5414528)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2008), Series 66 (2009)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://grantprivate.com

## Frequently asked questions

### Is Grant Ter-Avanesyan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and Grant Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Grant charge for financial advice?

Grant's firm, Grant Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Grant Ter-Avanesyan based?

Grant Ter-Avanesyan is based in Pleasanton, California.

### What credentials does Grant Ter-Avanesyan hold?

Grant Ter-Avanesyan holds the CFP credential.

### Is Grant Ter-Avanesyan registered with the SEC?

Yes. Grant Ter-Avanesyan is registered as an investment adviser representative in CA and TX (CRD 5414528), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Grant Private Wealth Management manage?

Grant Private Wealth Management reports $255.0M across 569 accounts in assets under management.

### How do I contact Grant Ter-Avanesyan?

Through Grant's website, grantprivate.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5414528): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.