Monte Grissom
Waterfront | Advisors · Overland Park, Kansas
Monte Grissom is a fee-only financial advisor at Waterfront | Advisors in Overland Park, Kansas. Monte focuses on estate & legacy planning and retirement planning. Waterfront | Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Waterfront | Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.14B across 3,224 accounts |
| SEC registration | Investment adviser representative in KS · CRD 7032287 |
| Exams passed | Series 65 (2018) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.waterfrontadvisors.com |
| Profile |
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Questions about Monte
Is Monte Grissom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monte holds no broker registration, and Waterfront | Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Monte charge for financial advice?
Monte's firm, Waterfront | Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Monte Grissom based?
Monte Grissom is based in Overland Park, Kansas.
What does Monte specialize in?
Monte's specialties include estate & legacy planning and retirement planning. Monte works with ultra high net worth.
Is Monte Grissom registered with the SEC?
Yes. Monte Grissom is registered as an investment adviser representative in KS (CRD 7032287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waterfront | Advisors manage?
Waterfront | Advisors reports $1.14B across 3,224 accounts in assets under management.
How do I contact Monte Grissom?
Through Monte's website, www.waterfrontadvisors.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
- Waterfront | 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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