Jeremy Graff
Graff Financial · Edina, Minnesota
Jeremy Graff is a fee-only financial advisor at Graff Financial in Edina, Minnesota, who holds the CFP credential. Graff Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Graff Financial |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $87.5M across 44 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 2732583 |
| Exams passed | Series 66 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.grafffinancial.com |
| Profile |
How Jeremy's firm compares
- Graff Financial's average account is about $2.0 million, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Jeremy
Is Jeremy Graff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Graff Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Graff Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeremy Graff based?
Jeremy Graff is based in Edina, Minnesota.
What credentials does Jeremy Graff hold?
Jeremy Graff holds the CFP credential.
Is Jeremy Graff registered with the SEC?
Yes. Jeremy Graff is registered as an investment adviser representative in MN (CRD 2732583), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Graff Financial manage?
Graff Financial reports $87.5M across 44 accounts in assets under management.
How do I contact Jeremy Graff?
Through Jeremy's website, www.grafffinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
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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