Firm
Grant Private Wealth Management
Pleasanton, California
Fee-only
Grant Private Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 6 employees and 238 individual clients, 111 of them high net worth.
- Its average account is about $448,000 (assets it manages divided by its 569 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Pleasanton, California |
|---|---|
| Website | grantprivate.com |
| Phone | (925) 378-5000 |
Grant Private Wealth Management fees
Grant Private Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $255 million |
| Individual clients | 127 |
| High-net-worth clients | 111 |
| Accounts managed | 569 |
| Employees | 6 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130925) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 292917 |