Gregory Anderson
GRAnderson Wealth Management Group · Denver, Colorado
Gregory Anderson is a fee-only financial advisor at GRAnderson Wealth Management Group in Denver, Colorado, who holds the CFP credential. Gregory focuses on retirement planning and estate & legacy planning. GRAnderson Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | GRAnderson Wealth Management Group |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $25.6M across 245 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 1722546 |
| Exams passed | Series 63 (1987) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.grandersonwealth.com |
| Profile |
How Gregory's firm compares
- GRAnderson Wealth Management Group's average account is about $104,000, from its Form ADV (assets managed divided by 245 accounts).
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Questions about Gregory
Is Gregory Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and GRAnderson Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, GRAnderson Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Anderson based?
Gregory Anderson is based in Denver, Colorado.
What does Gregory specialize in?
Gregory's specialties include retirement planning and estate & legacy planning.
What credentials does Gregory Anderson hold?
Gregory Anderson holds the CFP credential.
Is Gregory Anderson registered with the SEC?
Yes. Gregory Anderson is registered as an investment adviser representative in CO and TX (CRD 1722546), 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 GRAnderson Wealth Management Group manage?
GRAnderson Wealth Management Group reports $25.6M across 245 accounts in assets under management.
How do I contact Gregory Anderson?
Through Gregory's website, www.grandersonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- GRAnderson Wealth Management Group 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.
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