Advisor at Retirement Matters, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Matters, Inc.
Location
Barrington, IL 60010
Credentials
CFP®
Industry experience
15 years
David Grant is a CFP® professional with 15 years of experience in financial advising. He has been with Retirement Matters, Inc. since 2013 and previously worked at Clarus Financial Planning, Inc. for one year. Retirement Matters, Inc. is a state-registered independent advisory firm managing approximately $25 million for about 21 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management and comprehensive financial planning with a focus on fundamental analysis and customized investment policies.
Based on Retirement Matters, Inc.
Based on Retirement Matters, Inc.
One-Time Comprehensive Financial Plan priced at $5,000 with a 50% deposit due at onset.
$1,000,000 - $3,000,000: 1.0% annually $3,000,000+: 0.5% annually
Account minimum: $1,500,000 (Wealth Management service eligibility) Minimum fee: $15,000 minimum annual fee
777 N. Lake Zurich Rd, Suite 125 D
Barrington, IL 60010
Illinois
Clarus Financial Planning, Inc.
2016 - 2016 (1 year)
Retirement Matters, Inc.
2013 - Present (13 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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