Matthew Granizo
Talisman Wealth Advisors · Mountainside, New Jersey
Matthew Granizo is a fee-only financial advisor at Talisman Wealth Advisors in Mountainside, New Jersey. Matthew charges an ongoing planning fee and focuses on small business owners, founders (pre-exit) and retirement planning.
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Specialties
Who they serve
- Founders
- Pre-retirees
Facts
| Firm | Talisman Wealth Advisors |
|---|---|
| Based in | Mountainside, New Jersey |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $251.3M across 557 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 8217431 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.talismanwealthadvisors.com |
How Matthew's firm compares
- Talisman Wealth Advisors's average account is about $451,000, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Matthew
Is Matthew Granizo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Talisman Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew charges an ongoing planning fee.
Where is Matthew Granizo based?
Matthew Granizo is based in Mountainside, New Jersey.
What does Matthew specialize in?
Matthew's specialties include small business owners, founders (pre-exit) and retirement planning. Matthew works with founders and pre-retirees.
Is Matthew Granizo registered with the SEC?
Yes. Matthew Granizo is registered as an investment adviser representative in NJ (CRD 8217431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Talisman Wealth Advisors manage?
Talisman Wealth Advisors reports $251.3M across 557 accounts in assets under management.
How do I contact Matthew Granizo?
Through Matthew's website, www.talismanwealthadvisors.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
- Talisman Wealth Advisors 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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