Firm
Grinstead Wealth Management
Albuquerque, New Mexico
Fee-only
Grinstead Wealth Management at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 26 individual clients, 4 of them high net worth.
- Its average account is about $81,000 (assets it manages divided by its 92 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | tumblr.com/settings/blog/justinmoneytips |
| Phone | (505) 397-1629 |
Grinstead Wealth Management fees
Grinstead 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 · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 22 |
| High-net-worth clients | 4 |
| Accounts managed | 92 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 334096 |