Grant Webster
Arcadia Private Wealth LLC · Cardiff, California
Grant Webster is a fee-only financial advisor at Arcadia Private Wealth LLC in Cardiff, California, who holds the CFP and TPCP credentials. Arcadia Private Wealth LLC reports charging fixed fees on its Form ADV.
Request an introduction to Grant →
Facts
| Firm | Arcadia Private Wealth LLC |
|---|---|
| Based in | Cardiff, California |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | CFP · TPCP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5210397 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
Request an introduction to Grant
Tell Grant a little about what you're looking for. Grant 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 Grant
Is Grant Webster a fee-only financial advisor?
Yes. Grant Webster 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's firm, Arcadia Private Wealth LLC, reports charging fixed fees on its SEC Form ADV.
Where is Grant Webster based?
Grant Webster is based in Cardiff, California.
What credentials does Grant Webster hold?
Grant Webster holds the CFP and TPCP credentials.
Is Grant Webster registered with the SEC?
Yes. Grant Webster is registered as an investment adviser representative in CA and TX (CRD 5210397), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Grant Webster?
Contact details aren't on file yet. Search for Arcadia Private Wealth LLC.
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
- 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.
See something wrong? Request a correction. Read our methodology.