Jeffrey Grad
Grad Wealth Management · Livonia, Michigan
Jeffrey Grad is a fee-only financial advisor at Grad Wealth Management in Livonia, Michigan. Grad Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Grad Wealth Management |
|---|---|
| Based in | Livonia, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.6M across 14 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7130946 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jeffrey's firm compares
- Grad Wealth Management's average account is about $117,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Jeffrey
Is Jeffrey Grad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Grad Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Grad Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Grad based?
Jeffrey Grad is based in Livonia, Michigan.
Is Jeffrey Grad registered with the SEC?
Yes. Jeffrey Grad is registered as an investment adviser representative in MI (CRD 7130946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grad Wealth Management manage?
Grad Wealth Management reports $1.6M across 14 accounts in assets under management.
How do I contact Jeffrey Grad?
Contact details aren't on file yet. Search for Grad Wealth Management.
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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