Griffin Graves
Filigree Wealth Advisors · Irvine, California
Griffin Graves is a fee-only financial advisor at Filigree Wealth Advisors in Irvine, California, who holds the CFP credential. Filigree Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Filigree Wealth Advisors |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.1M across 212 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7006384 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.filigreeadvisors.com |
How Griffin's firm compares
- Filigree Wealth Advisors's average account is about $986,000, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Griffin
Is Griffin Graves a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Griffin holds no broker registration, and Filigree Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Griffin charge for financial advice?
Griffin's firm, Filigree Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Griffin Graves based?
Griffin Graves is based in Irvine, California.
What credentials does Griffin Graves hold?
Griffin Graves holds the CFP credential.
Is Griffin Graves registered with the SEC?
Yes. Griffin Graves is registered as an investment adviser representative in CA and TX (CRD 7006384), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Filigree Wealth Advisors manage?
Filigree Wealth Advisors reports $209.1M across 212 accounts in assets under management.
How do I contact Griffin Graves?
Through Griffin's website, www.filigreeadvisors.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
- 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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